Press Kit · External
deMAURIAC is the women-owned, fiduciary financial planning firm built for life's biggest transitions. This press kit shares who we are, what our clients can expect, and how to connect with us.
deMAURIAC · Certified Financial Planning™ · New Orleans, LA
CFP®
Fiduciary standard
100%
Women-owned
RIA
Fee-only · independent
ESG
Values-based
Who we are
When everything changes, women trust deMAURIAC. Founded on the belief that financial planning should make you feel powerful, not small, deMAURIAC is a fully independent, 100% women-owned registered investment advisory firm based in New Orleans, Louisiana, serving clients in most U.S. states. The firm is one of an estimated 150 to 200 of its kind in the world. Founder Marigny deMAURIAC, CFP®, holds a Master's degree in Mental Health Counseling alongside credentials in behavioral finance and exit planning, bringing a whole-person approach to finance and specializes in assisting clients with retirement, divorce, widowhood, business succession, and values-based investing. Fee-only. Fiduciary. WBENC-certified.
“We are the financial firm that women trust when everything changes, because our founder has lived the intersection of mental health and money, and built an entire practice around that understanding.”
Founder credentials
Why choose us
As a Registered Investment Advisor, we are legally and ethically required to act in your interest at all times. We earn no commissions. We have no product quotas. When we recommend something, it is because it is right for you.
If you are not satisfied, we refund your previous month's fee. No questions asked. No other RIA of our size offers this. We offer it because we are that confident in what we deliver.
Divorce. Retirement. Loss. Career change. Business exit. These are the moments when financial decisions carry the longest consequences and when most advisors are least equipped. We built our entire practice around being exactly the right firm at exactly these moments.
We offer ESG portfolios that reflect what you believe. And we show you the data so you can see your values working alongside your returns.
Our founder holds a Master's in Counseling in addition to her CFP® credentials. The anxiety around a divorce settlement, the grief of a late spouse's estate, and the fear of outliving your savings are not separate from financial planning. They are financial planning. We meet you there.
What to expect
A free, no-pressure conversation. We listen first. We want to understand where you are, what you are navigating, and what you need from a financial partner. No pitch. No commitment.
We gather the full picture: assets, income, debts, goals, fears, timeline, and values. You will never feel rushed or judged for what you do or do not know.
We build a plan built specifically for your life, your numbers, and your values. Not a template. Not a generic model. Yours.
We walk through every element of the plan together, in plain language. You leave the meeting informed, not overwhelmed.
We are not a one-time service. We check in regularly, update your plan as your life changes, and respond quickly whenever you reach out.
What you receive as a client
A full-scope, personalized plan covering every dimension of your financial life.
A yearly check-in to update your plan as your life evolves.
All your documents in one secure, organized, always-accessible place.
Divorce financial analysis, retirement income roadmaps, values-based portfolio reports, and business exit strategies.
Who we serve
deMAURIAC was built for women navigating significant financial moments. All gender identities are welcome, and all life situations are considered. Here are the clients we serve most often.
You are in the middle of a divorce settlement and realizing for the first time that the financial decisions made in the next few months will shape the next few decades. You need an advocate who speaks the language of divorce attorneys and accountants, who can model what different settlement scenarios actually mean for your future, and who will not make you feel judged.
You have worked hard, saved carefully, and now you are 5 to 10 years from retirement and wondering: will it be enough? You want a plan that accounts for the reality that women live longer, that career breaks affected your Social Security, and that healthcare costs are not going down.
You will not invest in companies that contradict what you stand for. You want to know that your money is doing good in the world while also growing. You have been told that ESG means sacrificing returns, and you want someone who can show you the data that says otherwise.
You have just lost someone you love, and in the middle of grief, you are now responsible for managing money or an estate you were not expecting to have. You need an advisor who understands that financial clarity and emotional support are not separate needs right now. They are the same need.
You have built something significant and now you are thinking about what comes next. You need a Certified Exit Planning Advisor who understands that exiting a business is not just a financial transaction: it is a life transition, and it deserves to be treated as one.
Our commitment
The satisfaction guarantee
If you are not satisfied with our service, we refund your previous month's fee. No questions asked.
We offer this because we are that confident in the quality of our advice and the depth of our relationship. No other RIA of our size offers this guarantee. We do.
We do not earn commissions on products we recommend. We charge a transparent, tiered fee for our services. Our incentive is your success, nothing else.
We are not affiliated with any bank, brokerage, or insurance company. We answer to no one but you and the fiduciary standard.
We will never hide complexity behind jargon. Every recommendation we make will be explained in plain language until you fully understand it.
We are listening.
“Financial planning should never make you feel small. It should make you feel powerful. That is the standard we hold ourselves to, in every conversation, every plan, and every document we produce.”
Your next chapter deserves the right financial partner.
Meet the founder, Marigny deMAURIAC →