Lorio Wealth Management is a Registered Investment Adviser (RIA) based in Baton Rouge, Louisiana. The firm operates on a fee-only basis, acting as a fiduciary for its clients, which means it is legally obligated to act in their best interests. Their services are centered around creating personalized financial plans that encompass investment management, retirement planning, tax strategies, and estate planning for individuals and families. The company emphasizes a disciplined, evidence-based investment philosophy and aims to simplify the complexities of wealth management for its clients.

Founded in

United States