Our History

Today’s investor is faced with a wide array of financial concerns – from providing for a college education to preparing for retirement, planning an estate or supporting an aging parent. Confronted with an ever-growing number of investment and insurance products and services, today’s investor needs competent, objective financial guidance more than ever.

Recognizing the importance of providing objective advice, as well as the ability to offer a wide range of products and customized investment strategies, the founding partners, Lester Lee, Perry Dougherty and Ricky Ferrara took their combined 48 years of investment counseling experience, and founded the practice in 2003. Today the practice has grown to six financial consultants and six administrative support staff.

The financial consultants of LDFwealth are Registered Representatives with and securities are offered through LPL Financial, the nation's leading independent broker-dealer*.  LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs. For more information about LPL Financial, visit LPL.com.

We encourage you to explore our site and learn more about the services we provide. While our website provides fast and convenient access to a wide range of information, it is no substitute for the individual attention and personalized support we provide to our clients. Please do not hesitate to contact us personally to inquire about our services or to request more information. It would be a privilege to work with you on a strategy to pursue your specific financial goals.

To arrange a no-obligation consultation, please contact us at 225-757-1177.

*As reported by Financial Planning Magazine, June 1996-2018, based on total revenue.