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New Orleans, LA

2727 Prytania Street
Suite 18 – The Rink
New Orleans, LA 70130

Phone: 504-717-4862
Toll-Free:
Fax: 504-270-1497

Hours: Mon-Fri: 8am – 5pm

2727 Prytania Street
Suite 18 – The Rink
New Orleans, LA 70130

Phone: 504-717-4862
Toll-Free:
Fax: 504-270-1497

Hours: Mon-Fri: 8am – 5pm

Our New Orleans office opened in 2017 when Upperline Financial Planning merged with The Planning Center. H. Jude Boudreaux, CFP® founded Upperline in 2010 as a fee-only financial planning firm based on the pricing structures and concepts that The Planning Center was pioneering, so when the time came to merge after his firm grew it was a natural fit to join his friends from the midwest. While the New Orleans office specializes in working with physicians and those in the medical community, we have clients across all walks of life who are looking for a welcoming place to have important conversations about their financial life.

Posts from Our New Orleans Team

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Schedule a free 15 minute conversation and we’ll spend a few minutes getting to know each other so we can learn if what you are seeking and what we provide are a good fit for each other. If it seems like a fit, we’ll talk about next steps. If we’re not, we’ll help you find the right group for your needs.