# Toce Financial Group

Toce Financial Group is a RIA based in Lafayette, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Lafayette, United States
- **Region:** North America
- **Address:** United States
- **Founded:** 2018
- **Assets under management:** Undisclosed
- **Website:** https://tocefinancial.com
- **LinkedIn:** https://www.linkedin.com/company/tocefinancialgroup

## Regulatory record

- **CRD number:** 297965
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/297965

## About

Since 2018, Toce Financial Group (TFG) has helped people across Louisiana and clients nationwide turn income into a durable, tax-smart wealth system. TFG is a fiduciary Registered Investment Advisor (RIA) offering financial planning, investments, tax planning, and wealth management. The firm started in Lafayette and continues to invest in Louisiana while growing across the United States, delivering low-fee, tech-driven, client-first services.

## People

- Andre Toce — Jr., Founder & CEO
- Gianni Toce — Investment Advisor Representative
- Blake Eiermann — Investment Advisor Representative

## Questions

### Who are the principals or investment decision-makers at Toce Financial Group?

Toce Financial Group has not publicly identified any principal or investment professional. No names, titles, or biographies are available through public sources or firm communications.

### Does Toce Financial Group invest in direct deals or primarily through funds?

Toce Financial Group has not publicly described its investment approach — whether it makes direct investments, fund commitments, or a combination of both. No known portfolio holdings or deal disclosures exist.

### How can one get in contact with Toce Financial Group?

Toce Financial Group does not maintain a public website, LinkedIn, or other commonly available contact channels. Without a registered domain or business address, reaching the firm through public means is not feasible.

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Last updated: 2026-08-11T15:08:18.003Z

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