Rainier Wealth Planning is a registered investment adviser serving clients in Louisiana, Tennessee, and Texas. The firm describes its approach as holistic financial planning, acting as a personal family CFO by coordinating clients’ financial needs with personalized attention. It works with individuals and families seeking tailored recommendations and ongoing guidance, and offers an hourly fee structure for holistic planning.

Services include comprehensive financial planning, retirement and investment strategies, estate planning, charitable legacy planning, tax mitigation, and risk management. The firm helps clients assess their overall financial situation, consider ways to manage investment and insurance needs, plan for retirement, and prepare for the transfer of assets. Rainier Wealth Planning also provides educational resources, including articles, videos, calculators, tax resources, and an investing knowledge quiz, to help clients build financial understanding.

Led by Jason and Laura Rainier, the team emphasizes care, honesty, integrity, transparency, and trust. The firm’s website offers information about its services and fees, resources for clients, and options to schedule a meeting.