About Bienvenue Wealth
Bienvenue means welcome
In French, our name means welcome, and in New Orleans that is more than a greeting. It is how you treat the people at your table. Bienvenue Wealth is a fee-only, fiduciary firm, founded in 2010 to give families financial advice that answers to them and no one else: no products, no commissions, no agenda but yours.
Why we started
Bienvenue Wealth was founded in 2010 on a simple, slightly radical idea: financial advice should answer to the client and no one else. Not a product, not a commission, not a home office in another state. Just a clear fee, for clear advice, from people who sit on your side of the table.
That independence is paired with real depth. Advisors Michael Rivas and Sara Sroka hold the CFP®, CPA, and EA credentials between them, so planning and tax live under one roof instead of being handed between strangers. The goal has never changed: help you use what you have today to fund the life you want tomorrow, and do a few great things with your family along the way.
What we believe
The principles we won't bend on
These aren't slogans. They're the structure of how the firm actually works.
Fiduciary, by law
We are legally bound to act in your best interest, in every recommendation, every time. Not a marketing line, a legal standard.
Fee-only, no exceptions
We are paid only by you. No commissions, no kickbacks, no products. Every expense is disclosed, and there are no hidden fees, ever.
Independent and local
New Orleans owned, with no corporate parent and no sales quotas. The advice is yours and ours, beholden to no one else.
Tax at the center
We hold the CFP®, CPA, and EA credentials under one roof, so tax runs through every decision instead of arriving as a surprise in April.
Clarity for life
If you don't understand the plan, it isn't finished. Plain language and a clear path are the whole point of the work.
In it for the long game
We plan for decades, not quarters, and we measure success by the life your money supports, not by a benchmark.
How we work
Clarity first, then a plan
Get clear
We start by understanding your whole picture, the numbers and the life behind them, before we recommend a single thing.
- Cash flow, tax, investments, goals
- What matters most to you
- Where you actually stand
Build the plan
One coordinated strategy across every part of your financial life, with tax woven through and no piece working against another.
- A single coordinated plan
- Tax built into every move
- Written so you understand it
Put it to work
We implement, invest, and handle the moving parts, then keep the plan running as markets and life shift.
- Implementation handled for you
- Investments managed
- Coordinated with your other advisors
Stay accountable
Regular check-ins keep the plan current, because a plan no one revisits quietly stops being yours.
- Ongoing reviews
- Adjusted as life changes
- A relationship, not a transaction
As unique as the city we call home
Proud to be New Orleans
Independent, a little different, and in it for the long haul. Our clients are business owners and Gen X professionals connected to this city, many still here, plenty who've moved away but never really left. Wherever you are now, we work with you in person or by video.
See where we serveReady for a plan that's actually clear?
Book a no-pressure consultation. We'll talk through where you are, where you want to go, and whether we're the right fit. (We'll tell you honestly if we're not.)