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Independent Financial Advisor in Metro Baton Rouge and throughout Louisiana

At Oak Capital Financial Advisors, we hold ourselves to the fiduciary standard, meaning we always act in our clients’ best interests. Our reliable, responsive team provides comprehensive financial planning in a family-friendly environment. We believe in educating ourselves and our clients to develop robust wealth management strategies to help position our clients—who are our friends, neighbors, and community members—to reach their financial goals. 

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About Us

Your Priorities Are Our Only Priority

Our firm was founded in 2022, but the roots of our expertise run deeper. Clay Elliott became a financial advisor in 2016 and a CERTIFIED FINANCIAL PLANNER™ professional in 2019. During his years at a large corporate advisory firm, he encountered restrictions around serving his clients and wanted to offer more than one-size-fits-all solutions. That’s why our primary mission is to learn about your unique financial situation and develop a plan to help you overcome financial obstacles and work toward your goals. When you choose to work with Oak Capital Financial Advisors, you’re more than an asset portfolio to us—you become cherished friends.
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Who We Serve

Our clients span the spectrum of the financial life cycle

Our specialized services cater to a diverse range of clientele, including plant workers seeking tailored financial solutions, small business owners requiring comprehensive support, pre-retirees strategizing for the future, retirees in need of retirement planning assistance, and high net worth individuals seeking guidance for their complex financial portfolios.

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High Net Worth Individuals

Plant Workers

Small Business Owners

Retirees and Pre-Retirees

Our Services

Oak Capital offers comprehensive financial services.

Our team of professionals will help you create a well-thought-out strategy to help you address your financial needs and concerns.
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Financial Planning

Retirement Planning

Risk Management

Education Planning

Portfolio Management

Family Estate Planning

Investment Management

Medicare Planning

FAQs

Frequently Asked Questions

Still have any questions?

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Why working with an independent FA matters?

Working with an independent financial advisor has a few advantages over large corporate advisories.

  • We aren’t beholden to corporate sales goals. Your best interests are the priority.

  • We’re able to offer better asset management services that suit your financial goals.

  • We can offer comprehensive financial planning that addresses more than your 401(k).

What does it mean to be a CERTIFIED FINANCIAL PLANNER™ professional?

A CERTIFIED FINANCIAL PLANNER™ professional goes through years of rigorous training, education, and exams to help individuals manage multiple aspects of their finances. A CFP® professional also has a fiduciary duty to act in the best interests of their client.

What does it mean to be fiduciary?

A fiduciary is a financial advisor who is obligated to put your best interests ahead of their own. Fiduciaries are legally obligated to make the best possible financial decisions on your behalf. 

How do financial advisors get paid?

Our transparent, fee-based structure aligns our compensation with your long-term goals. We offer fee-based asset management services as well as commissionable products, which allows us to design a custom plan that fits your financial needs and goals.

Still have any questions?

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Schedule your introductory call today

Take the first step in planning for your financial future by scheduling your introductory phone call today.
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Securities offered through LPL Financial. Member FINRA/SIPC. Investment advisory services offered through NewEdge Advisors, LLC, a registered investment adviser. NewEdge Advisors, LLC and Oak Capital Financial Advisors are separate entities from LPL Financial.

[email protected]

4463 Highway 1 S, Unit L
Port Allen, LA 70767

(O) 225.416.7373
(F) 225.416.7417

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