First Security Financial Wealth Manager

At First Security Financial Wealth Manager, Inc., our mission is to provide innovative financial solutions and planning that result in financial clarity, security, and overall financial health for our clients. As a state-registered investment advisor serving New Orleans, LA, and surrounding communities, we believe that strong commitments and life-long relationships are the foundation of our success.

Our team, led by CEO and Founder David Compton, is dedicated to helping individuals accumulate, protect, and preserve their wealth, and to providing education and advice on successful retirement planning strategies to prevent common and significant retirement mistakes. With years of experience, our commitment to uncompromising ethics, and our objective of superior service, we have built our practice on the dedication of helping clients achieve financial security and peace of mind.

Our Services

At First Security Financial Wealth Manager, Inc., we offer a range of financial solutions designed to help individuals achieve their financial goals. Our services include:

Financial Solutions

• Income Planning: We help our clients create a sustainable income plan that aligns with their financial goals and ensures a comfortable retirement.
• Investment Management: Our team of experienced investment professionals works closely with our clients to develop a customized investment strategy that meets their unique financial needs and goals.
• Long-Term Care: We help our clients prepare for the unexpected expenses associated with long-term care, ensuring that their financial security is not compromised.

Retirement Planning

• Social Security Planning: We help our clients navigate the complexities of Social Security benefits, ensuring they receive the maximum benefit possible.
• Retirement Planning: We work closely with our clients to develop a comprehensive retirement plan that addresses their financial needs, goals, and objectives.

Complimentary Consultation

At First Security Financial Wealth Manager, Inc., we believe that financial planning should be tailored to each individual's unique circumstances. That's why we offer complimentary consultations to help our clients achieve their financial goals. Whether you're approaching retirement or simply looking to optimize your financial situation, we're here to help.

Meet Our Team

Our team of experienced professionals is dedicated to providing our clients with the highest level of service and expertise. With years of experience, our team is well-equipped to help you achieve your financial goals.

• David Compton, CEO & Founder: David has helped individuals reach their retirement goals by providing education and advice on successful retirement planning strategies to help avoid common and significant retirement mistakes.
• Michelle Schexnayder, Office Manager: Michelle joined our team in 2018 and ensures that the office runs smoothly, processes new business, and handles service for our clients.

Our Strategic Alliances

At First Security Financial Wealth Manager, Inc., we believe in collaborating with other reputable organizations to provide our clients with the best possible service and investment opportunities. Our strategic alliances include:

• Gradient Investments, LLC: Our alliance with Gradient Investments allows us to offer our clients access to a range of investment opportunities and portfolio management services.
• Michael Binger, CFA, President of Gradient Investments: Michael brings over 24 years of institutional equity investment experience to Gradient Investments and its affiliated advisors and clients.
• Jeremy Bryan, CFA, Senior Portfolio Manager: Jeremy has more than 20 years of investment experience and has been with Gradient Investments since 2016.
• Keith Gangl, CFA, Portfolio Manager: Keith joined Gradient Investments in 2018 and has more than 25 years of investment experience.