Robertson Wealth Advisors

An independent financial services firm focused on building and maintaining lasting, generational wealth for high earners, athletes & business owners.

Start Building Your Future

Comprehensive wealth management, tailored to you

Pension & Retirement Plan Consulting

Manager research and screening, and policy guidance for employers and municipalities.

Investment Policy & Manager Research

Clear, disciplined institutional-level investment policies rather than off-the-shelf retail products.

Asset Allocation & Portfolio Construction

Thoughtful allocation and construction aligned to your goals and risk tolerance.

Financial Literacy & Risk Consulting

Financial literacy, business growth, and risk management consulting.

Built for those who've earned their success

Institutional & Non-Profit Entities

Investment policy and portfolio construction

Business Owners

Business growth and risk management

Professional Athletes

Navigating high-earning, short career cycles

The problems we solve

We help clients build lasting, generational wealth and deploy capital with discipline and purpose.

Capital Preservation & Wealth Transfer

Helping high earners and professional athletes build lasting, generational wealth beyond short-term peak earning windows.

Tailored Investment Policy

Providing clear, disciplined institutional-level investment policies rather than standardized off-the-shelf retail products.

Community Investment

Mitigating risk while deploying capital into underserved and distressed local markets.

Independent wealth management with a founder's perspective

Robertson Wealth Advisors, LLC is an independent financial services and wealth management firm founded by Bernard Robertson III. A Tulane University Hall of Famer and former NFL offensive tackle for the Chicago Bears, Buffalo Bills, and Oakland Raiders.

He holds an EMBA from Babson College and an MBA from Tulane University's Freeman School of Business, and previously held senior advisory roles at Smith Barney, Bank of America Merrill Lynch, and Raymond James.

Why Trust Robertson Wealth Advisors?

Former NFL athlete perspective
Firsthand insight into the high-earning, brief career cycles typical of professional athletes.
20+ Years of Experience
Proven track record of helping institutions, high earners and professional athletes build lasting, generational wealth.
Deep New Orleans roots
Active in economic education, local charter schools, and local economic development.
Recognized leadership
Named a New Orleans CityBusiness 'Money Maker' and a Gambit '40 Under 40.'

Let's talk about your financial future

Reach out to Robertson Wealth Advisors to start a conversation about building and preserving lasting wealth.

[email protected]

Office

2021 Lakeshore Drive, Suite 200
New Orleans, LA 70122