Benedict Wealth Managemen

Specialized solutions for: Retirement planning, women business owners, multi-generational succession planning, concentrated stock options, divorce, and dependents with special needs, among others. Deep experience working with: C-suite professionals, engineers, technology leaders, entrepreneurs, physicians, and many other professions. We're proud that nearly half of our client-facing team firm-wide are women.

Recognizing the importance of providing objective advice, as well as the ability to offer a wide range of products and customized investment strategies, the founding partners, Lester Lee, Perry Dougherty and Ricky Ferrara took their combined 48 years of investment counseling experience, and founded the practice in 2003. Today the practice has grown to six financial consultants and six administrative support staff.

At UDB Financial, a financial advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Baton Rouge, LA area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.