Broker Check

About

Who We Are

Who We Are

Allred Wealth Management is an independent financial planning and investment firm located in Gonzales, Louisiana. We concentrate on creating income plans, investment portfolios, and retirement strategies for clients looking to protect and grow their wealth and wellbeing for years to come.

We believe in creating financial plans that our clients understand. That means taking the time to get to know you, your passions, your past, and how we can combine them to create your best financial future. Along the way, we will work hard to pass on our knowledge and experience to you. By emphasizing client education, we make sure that you feel confident in your choices because you understand the concepts behind them.

Meanwhile, we will stand behind you. As experienced advisors, we understand that money management can seem overwhelming. One mistake most investors make is reacting emotionally when it comes to market volatility. Our job is to reinforce and reassure you as you navigate through the waters of wealth management.

We don’t just tell clients what to do - we teach them how to do it.

Meet Our Advisor

Brian Allred, CFS

(225) 323-3116

ballred@moneyconcepts.com

Brian Allred is an Investment Advisor Representative, Founder, and President at Allred Wealth Management. Growing up, he watched his father, a mutual fund manager, work with the market and investments pursuing optimal returns. It...

Read more