Wealth Advisors - Lafayette, Louisiana

Joseph Branton

I wanted to personally thank Nolan Venable and his staff at Wealth Advisors for the last 5 years of financial advice, tax services, and financial management. Since first walking into the doors I have had nothing but positive experiences. Nolan took time to learn about my personal and professional life to inform my savings and investment strategies. He and his team have had year after year success in getting me the most value for the money out of all the services they provide to me and my family. Dane Colligan has done my taxes every year I have been with them and is always efficient, informative, and effective. Trust is a valuable and scarce commodity in our society especially when it comes to your finances, investments, and aspirations. Nolan and his staff have always worked to earn, maintain, and grow the trust I have in them, and can unequivocally recommend Wealth Advisors to anyone looking to maximize financial health and well-being. Thank you so much, Nolan.

Kevin LeBlanc

We are writing to express our deepest gratitude for the exceptional assistance and support Nolan Venable has provided us as our new financial advisor during our transition from 40 years in business to retirement. When we initially embarked on this journey, we were overwhelmed and uncertain about how to navigate the complexities of transitioning to retirement. However, from the moment we met with him his experience, professionalism, and genuine care for our financial well being put our minds and ease. We appreciate how he took the time to address all of our questions, concerns, and made us feel comfortable throughout the entire process. Now as we enter retirement, we believe the foundation he has successfully laid will enable us to fulfill our dreams and aspirations during retirement...We are eternally grateful.

Kevin & Belinda

Jamie Istre

My husband and I have been with Wealth Advisors for several years now. We see Dane for our taxes, Steven for our investments, and Dennis for our insurance. All three are the top of their field, highly knowledgable, and I trust all of them completely. I truly do not know what we would be doing without their guidance. Dane helps us manage our businesses, and allows us to flourish care free in our careers by navigating the ever changing tax rules and always maximizes our deductions to put money back in our pocket every year. Dennis is a mastermind at helping figure out how to afford health care as two self employed people. He saves us so much money a month on premiums we can breath a little easier as the economy fluctuates. Steven has helped us use that saved income to invest in our futures and retirement, and is the most educated and knowledgable person I have ever come across in financial advising. What Nolan has created here is phenomenal and speaks to his years in the industry and expertise in what our area truly needs, and one stop shop for everything finance. I truly never thought this business could treat us better, but they went way above and beyond in helping us and treated us like family after my husband and I lost our child. If you want the best people with the best minds for the job, this is your place. We will never go anywhere else and will continue to support and recommend Wealth Advisors for many years to come.

Nanette Williams

The overview of our experience with Mr. Nolan and his team is that it has been, and continues to be, an astounding success. His objective was to help us reach our retirement goals and he absolutely delivered.

His firm was initially recommended to us several years ago because our tax preparer and advisor had retired. Our relationship evolved so that we requested his services with our investment portfolio. Mr. Nolan has been very proactive in proposing ways to make our money work for us and goes to great lengths to educate us when we have questions. The information is never just verbal but has always been supported with documentation. That is critical to us because trust is everything. The level of client care cannot be surpassed by anyone. All phone calls and emails are handled proficiently and professionally. We also trust the security of our information that is shared with them.

We recently met with Nolan to discuss the various options available to begin withdrawals on our retirement account. Even though we knew we had been given sound advice, we still had trepidations of stepping off that cliff. Our fears were unfounded and we left the meeting feeling better than we had ever hoped.

As we settle into retirement, we continue to trust Wealth Advisors with our future. Having peace of mind is priceless which is why we can highly recommend Nolan and his firm to you.

Fran Clarke

I have known and worked with Nolan Venable for many years, since the early days of the opening of his financial advisor practice. Without exception, he has been prompt in his response to my queries, personable and respectful in his interactions with me, and thorough in his explanations of recommendations. Of most value has been his willingness to help me to understand how one decision can impact other aspects of my overall financial picture. His team is superb! From the moment Riley answers my call, I can be confident that my needs will be taken care of. Wealth Advisors is professionalism at its best!

Marie Briley

Almost six years ago after moving back to Lafayette, I moved all of my investments to Wealth Advisors with Jennifer Venable. Jennifer has since retired and Nolin Venable has taken over my finances. They both have such an immense knowledge when it comes to investing and keeps a finger on the market changes as they occur to help me with my decisions. I feel totally confident that my money is in the best place ever and it continues to grow.

Nolin has gone out of his way to help me with protection of my funds for retirement. This was something I had not considered and probably never would have, if not for Nolin. With Dane doing my taxes and Dennis my health care, I feel like I have a family looking out for me. The best part is that they can communicate with one another to find the best choices for me.

I highly recommend this group from Wealth Advisors.

Robert Suggs

“Three years ago my wife and I moved all of our investments to the care and custody of Nolan Venable, what has transpired thereafter is nothing short of fantastic. For the first time we were dealing with an investment advisor that absolutely had our best interest in mind. The first thing Nolan did was educate us in investing; he has an amazing ability to explain different investment strategies in common sense and understandable terms. The second thing that occurred was; we were able to track all of our investments, understand what they were doing, and see how they supported our retirement goals and objectives. Nolan was then able to analyze these investments as a function of our tax liability which perfectly completed our investment strategy loop. My wife and I speak about our satisfaction after each visit to Nolan’s office; we look forward to our appointments and feel confident in knowing our money is in such honest and capable hands. Nolan and his staff consistently exceed our expectations, I recommend Wealth Advisors to family, friends and colleagues.”

Chris Williams

I been with Nolan for many years, his expert advice and wealth of knowledge have always been excellent.He and his staff have been there every time my wife or I had any questions. We are glad to see his business grow year after year. If you need a true friend in this business world, make sure it’s Wealth Advisors