Updated:
Plum Street Advisors
Plum Street Advisors is a boutique investment firm focused on helping clients gain control over their financial life. As a Registered Investment Advisor...
Overview
Plum Street Advisors is a boutique investment firm focused on helping clients gain control over their financial life. As a Registered Investment Advisor (RIA), it has a fiduciary duty to act in clients' best interest and does not sell financial products or earn commissions. The firm provides financial planning and investment management, including retirement planning, portfolio management with low-cost ETFs and mutual funds, tax planning, and estate planning.
General information
Firm type
Bank / Wealth / Trust
Year founded
2021
Location
Region
North America
Country
United States
City
New Orleans
Corporate office
New Orleans, LA, United States
Principals
Jamie Osborn
CFP® — Founding Partner
David Dirks — Founding Partner
Alisa M. Skatrud
CFA, CFP® — Senior Advisor
Andy Pellegrino
CFP® — Senior Advisor
Christophe Cadiou
CPA, CFP® — Senior Advisor
Jennifer Lehman — Manager of Operations
Michelle Lawrence — Client Service Associate
Molly Lloyd — Client Service Associate
Frequently asked questions
How is Plum Street Advisors structured?
Plum Street Advisors operates as an independent registered investment advisor (RIA). This structure imposes a fiduciary duty to act in clients' best interests — a higher legal standard than the suitability rule that governs broker-dealers. Independence also means the firm is not obligated to sell proprietary investment products.
What is Plum Street Advisors' investment approach?
The firm emphasizes strategic asset allocation across public equities, fixed income, and alternative investments — including private equity, private credit, and real assets. It constructs portfolios predominantly for taxable high-net-worth clients, layering active manager selection onto a core passive or factor-aware base where appropriate. Individual client portfolios are tailored to liquidity needs and tax circumstances.
Who are Plum Street Advisors' typical clients?
The firm serves high-net-worth families, individuals, and a limited number of institutional accounts. Its client base concentrates along the Gulf Coast and broader southeastern United States, though the RIA structure permits it to accept clients nationwide. The firm does not publicly name specific client families or institutional relationships.
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: