About Us

Wealth Planners Advisory Group is an independent privately-owned registered investment advisor firm. Our focus is what is best for you, the client. We help realize your dreams by offering creative solutions through an open and transparent advisory process utilizing mutual funds, exchange traded funds, and separately managed accounts. Ready for financial independence?

James A. Crow, MBA | Investment Advisor Representative 

James A. Crow is the president and founder of Wealth Planners, LLC. He holds a Bachelor of Science Degree with a Major in Business and a Minor in Economics as well as a Masters of Business Administration Degree with an emphasis in finance. His firm focuses on retirement planning and assisting people approaching retirement. Mr. Crow assists his clients with strategies to help avoid paying excessive taxes on Social Security, income and estate taxes. He also helps his clients reduce probate costs and protect their income and assets from the potential financial disaster of long-term care expenses. A vital part of his practice is designing a comprehensive income plan that helps safeguard his clients from outliving their income.

Retirement planning in today’s environment is very complex and that is why when you work with Wealth Planners Advisory Group you work with a network of professionals. Our network consists of CPA’s (tax analysis and planning), Certified Financial Planners (CFP), investment managers, and life insurance and long-term care professionals. When we design a retirement plan, our main objective is to bring you and your family a financial “peace of mind.”

Mr. Crow is a member of the National Ethics Bureau. He is an Investment Advisor Representative (IAR) as well as a licensed independent insurance agent representing many carriers. His clients consist of bankers, farmers, doctors, mechanics, business owners, realtors, teachers … the list seems endless.

Mr. Crow and his wife, Julie, live in Baton Rouge. They have two grown sons, Jeffrey and his wife, Laura, who reside in Baton Rouge, and Jason and his wife, Deserai, who live in Colorado. They also have two wonderful grandsons, Anderson who is five years old and Hudson who is three years old, and a beautiful two year old granddaughter named Josephine.

Family and faith are the foundation of Mr. Crow’s life and practice. His practice is very successful, and he is well known and respected for his retirement solutions and financial planning expertise because of his honesty, integrity, and commitment to his profession.

Julie Crow | Director of Operations

Julie Crow has been with Wealth Planners Advisory Group since 2006. Prior to that time, she worked at the University of Wisconsin Hospital and Clinics in Madison, WI in the Quality Assurance and Utilization Review Department. She worked closely with the team in prep for Joint Commission Accreditation for the hospital. This prepared her to deal with regulations which are necessary to run a business that needs to be compliant with strict standards.

Mrs. Crow is one of the first people you are in contact with when you deal with Wealth Planners Advisory Group. Her friendly, helpful manner sets the standard for what you can expect with our group. No question is too big or small, and she is always glad to be of service to our clients.

She deals with all aspects of the office operations to be sure everything runs smoothly, and that all clients are dealt with in a fast and friendly manner. She is also in charge of setting up and organizing all of the community educational seminars that Wealth Planners Advisory Group does.

On a personal note, Mrs. Crow values her faith and her family, which is the cornerstone of her life. Moving from Wisconsin to Baton Rouge was an exciting change knowing that her son’s family was nearby where she became more a part of her grandson’s life. Nothing gives her more joy than being called Grandma! She enjoys all the special times she spends with family and knows that each and every day together is a blessing.

Strategic Alliances

Wayne Schmidt, CFA
Chief Investment Officer
Gradient Investments, LLC

Michael Binger, CFA
Senior Portfolio Manager
Gradient Investments, LLC

Mariann Montagne, CFA
Senior Investment Analyst
Gradient Investments, LLC

Nate Lucius, MBA
Managing Director
Gradient Investments, LLC

Matt Bryant
Senior Investment Consultant
Gradient Investments, LLC

Steve Younger
Director of Marketing
Gradient Insurance Brokerage, Inc.

Carol A. Newman
Attorney at Law
Carol A. Newman, APLC

Find out today how Wealth Planners Advisory Group can help you.
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