About Cestia
Cestia Wealth Management is an independent boutique financial services firm based in New Iberia, LA. As financial advisors, we also work with clients throughout Louisiana, Texas, Alabama, and Mississippi. Cestia supports diligent investors who are focused on pursuing their long-term goals.
At Cestia, we’re committed to walking clients through each step of their financial journey towards building relationships and wealth that last for generations.
Our Team
The Cestia team brings over 27 years of combined experience in helping people establish and pursue lifelong goals by implementing tailored financial solutions and strategies. An essential part of our financial planning process is getting to know what’s important to our clients on a deeper level. This informs our individualized strategies and helps us determine how we can best support you on your financial journey towards building true wealth.
Business Support
As investment professionals, Cestia Wealth Management receives business support, including investment management, compliance, human resources, and more, through our Registered Investment Advisor (RIA), NewEdge Advisors.
Ryan Geschke
DIRECTOR OF INVESTMENTS
Will Brand, CRCP
CHIEF COMPLIANCE OFFICER
Lauren Lehman, CFA, CFP
HEAD OF PORTFOLIO MANAGEMENT
Ready to gain control of your finances?
Take the first step toward your financial goals by scheduling your introductory call today.
Fiduciary Promise
Fiduciary is a legally defined term. Fiduciaries are expected to exercise a duty of care and a duty of loyalty to clients; as a result, they are held to the highest standard of conduct. Fiduciaries have a bond of trust with another person (called the beneficiary or principal) and a legal obligation to act for the beneficiary’s benefit—not their own.
As a fiduciary, we operate under a fee-based model. While our firm does receive commissions, it is proportional to life insurance products. It has been our experience that in order to service client’s holistically, we must maintain all of the necessary licenses and credentials to do so. Your best interests are the only priority.
• We will put the client’s best interests first.
• We will act with prudence, that is, with the skill, care, diligence, and good judgment of a professional.
• We will provide conspicuous, full, and fair disclosure of all important facts, never misleading clients.
• We will avoid conflicts of interest.
• We will fully disclose and fairly manage, in the client’s favor, unavoidable conflicts.
