Becker Suffern McLanahan is a financial planning and investment management firm located in Mandeville, LA. Their dedicated team provides tailored investment management and strategic wealth planning services. Their primary goal is to serve as trusted advisors to their clients, offering comprehensive financial planning solutions.
The firm's philosophy revolves around understanding each client's unique financial goals and creating personalized plans to achieve them. Through a meticulous planning process, they aim to build financially secure strategies that protect current needs while preparing for the future in a tax-efficient manner. They specialize in managing assets for individuals, families, businesses, and employers.
At Becker Suffern McLanahan, the team, led by Principals Patrick W. Suffern, Brian P. Becker, and Timothy McLanahan, collectively holds over 90 years of experience in the financial services industry. Their expertise spans private wealth management, retirement plans, estate planning, and investment consulting. With a holistic approach to financial services, they strive to ensure every client experiences financial security and confidence in reaching their financial objectives.
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