The Audubon Group at Morgan Stanley

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The Audubon Group

OUR MISSION STATEMENT

Working with families to help them preserve and grow wealth with a goals-based, relationship-oriented approach.

Our Story and Services

About Us

The Audubon Group was formed to provide meaningful advice to clients from a team of highly competent, hard-working, professional financial advisors from a wide range of skillsets, life experiences, and points-of-view. Our think-tank approach establishes the framework for open dialogue in an effort to solve our clients’ most complex needs in a tailored way. We build financial plans for clients to help them articulate, prioritize, quantify, plan for, and reach their goals.  

We focus on the following areas:

  • Retirement and Financial Planning
  • Investment Management
  • Estate Planning and Insurance Strategies
  • 401(k)/Defined Benefit Plans
  • Alternative and Private Investments, including Hedge Funds
  • Socially Responsible Investing – Investing with Impact
  • Philanthropy and Giving Strategies

We ask our clients to treat us as their personal CFO. When any large financial decision arises, we ask our clients to call us for a discussion. This includes purchasing or leasing a vehicle or home, paying for education expenses, handling inheritances, or any other financial topic.

By developing a deep understanding of our clients’ lives, we are able to provide tailored, meaningful advice and help our client’s enjoy the personal and financial success they’ve worked hard to achieve.

Our clients come first.

Services Include

  • UGMA/UTMA
  • 401(k) Rollovers
  • Alternative Investments
  • Annuities
  • Asset Management
  • Business Succession Planning
  • Cash Management
  • Corporate Bonds
  • Corporate Pension Funds
  • Corporate Retirement Plans
  • Corporate Trust Services
  • Defined Contribution Plans
  • Divorce Financial Analysis
  • Endowments and Foundations
  • Estate Planning Strategies
  • Financial Planning
  • Lending Products
  • LGBT Planning Services
  • Life Insurance
  • Long Term Care Insurance
  • Municipal Bonds
  • Philanthropic Services
  • Qualified Retirement Plans
  • Retirement Planning
  • Sustainable Investing
  • Trust Services*


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Our Process

Our first step in working with clients is to develop a thorough understanding of their lives, including the people, activities, ideas, and organizations most important to them. We help our clients articulate, prioritize, and quantify their financial goals. We then conduct a thorough analysis of their assets and liabilities. We stress-test their investments to ensure they are protected as life and the markets change. We also assess their insurance policies for any gaps in coverage.

After completing our analysis, we create a written financial analysis and plan. This analysis can identify areas of weakness that need improvement. We are able to calculate the probability of success of our clients reaching their goals. We then lay out the steps necessary to increase this probability through the variables clients can control, such as savings rates, spending habits, and investment allocation. We also consider the impact of inflation and taxes over time.

We then work with our clients to implement these strategies. This includes general budgeting and spending advice, as well as more specific, investment-related direction. Our investment strategies are crafted through the lens of the research of Morgan Stanley’s Global Investment Committee. We make changes to these portfolios over time, as market conditions evolve.

Through our deep financial planning process, we are able to provide meaningful, tailored advice and leave a lasting impact on the lives we touch.


Location

Location

  • 1100 Poydras St Ste 1900
  • New Orleans, LA 70163


    Meet The Audubon Group

    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.

    • Asset management
    • Traditional investments
    • Alternative Investments
    • Impact Investing

    Business Planning

    Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Corporate Pension Funds

    Family

    Creating customized financial strategies for the challenges that today's families face.

    • Estate Planning
    • 529 Plans / Education Planning
    • Long Term Care Insurance
    • Trust Services and Accounting

    Retirement

    Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

    • 401(k) Rollovers
    • IRA Plans
    • Retirement income strategies
    • Annuities

    Ready to start a conversation? Contact The Audubon Group today.

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