Fiduciary Financial Advisor
in Covington, LA

A fiduciary financial advisor is required to put your best interests above all other considerations. Our mission is to provide sound recommendations designed for your greatest benefit. We strive to eliminate the guesswork often associated with financial planning and retirement planning by providing clear information and recommendations. We assist in the design and then implement a plan for you. We then remain by your side, monitoring how the plan is working, making any necessary adjustments as life changes along the way.

An Independent
Financial Advisor

Being a truly independent financial advisor, and not “captive” to a large company’s product portfolio, is another advantage Simon and Simon Financial provides to their clients. While other advisors are limited to selling only the products offered by a brokerage house or national insurance agency, we have access to an unlimited portfolio of solutions, allowing us to offer the best products to suit a client’s individual needs. It may seem counterintuitive, but you actually have access to many more strategies when you work with an independent financial advisor than you do when you work with a big-name broker.

Meet The Team

Gerald Simon
President Founder

Chad Simon
Senior Partner

Grant Simon
Senior Partner

Gerald Simon, Chad Simon and Grant Simon are a Louisiana-born, raised and based family team specializing in independent financial and retirement planning and insurance solutions. Their powerful combination of extensive experience (50+ years) and unbridled energy has earned them a loyal following of devoted clients.

Additionally, Simon and Simon’s licensed Medicare agents use their proprietary plan comparison system to provide an unbiased view of various Medicare policies available to our clients. It is yet another way we provide convenient and accessible retirement services to our clients that they won’t find elsewhere.

Both Gerald and Chad have obtained their Series 65 licenses, making them Investment Advisor Representatives (IARs) and most importantly, financial fiduciaries. As fiduciaries, they are required by law to only give advice which is in the best financial interest of their clients.

While the firm, Simon and Simon Financial, is based in Covington LA, the team serves clients across the country.