The Pastor Financial Group
The Pastor Financial Group is a New Orleans-based financial planning and investment advisory practice (founded 1989, lead advisor Renée Pastor) operating under NewEdge Advisors, LLC, serving individuals and families across career stages with retirement planning, 401(k) management, longevity planning, and women-investor advisory services.
- Company typePrivate
- Founded1989
- HeadquartersNew Orleans, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What The Pastor Financial Group does
The Pastor Financial Group is a privately held financial planning and investment advisory practice founded in 1989 by Renée Pastor and headquartered at 909 Poydras St. #1240 in New Orleans, Louisiana. The firm operates as a doing-business-as brand of NewEdge Advisors, LLC, a registered investment adviser, with securities offered through NewEdge Securities, LLC (Member FINRA/SIPC); both entities are wholly owned subsidiaries of NewEdge Capital Group, LLC, which provides the regulatory and operational infrastructure for the practice. Its core offering is a single integrated suite of personalized financial planning and investment advisory services, including 401(k) management, retirement income planning, longevity planning, estate planning preparation, and specialized advice for women investors. Services are organized around a Total Client Profile developed through a discovery meeting and ongoing advisor relationship, with marketing executed through a multi-channel footprint (company website, Facebook, LinkedIn, YouTube, speaking engagements, and earned media such as Forbes advisor rankings and BBB accreditation).
The firm serves individual consumers and households across the career lifecycle — from early career through retirement — with a particular emphasis on individuals who hold or will need to manage 401(k)/403(b)/457 accounts, including via Self-Directed Brokerage Account arrangements where employer plans permit. Pricing is quote-based, billed annually under a subscription/fee-based model, and is not publicly disclosed. The customer-facing team listed publicly consists of lead advisor Renée Pastor and team member Nathaniel Novak, consistent with the firm's 1–10 employee headcount range. The practice is licensed/registered through the NewEdge Capital Group umbrella, with advisory services only offered in jurisdictions where NewEdge Advisors and its representatives are properly licensed or exempt, and it currently markets primarily to a regional Louisiana audience rather than asserting a national footprint.
The Pastor Financial Group firmographics
Firmographics- Name
- The Pastor Financial Group
- Legal name
- NewEdge Advisors, LLC
- Website
- https://thepastorgroup.com
- Company type
- Private
- Founded year
- 1989
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- The Pastor Financial Group is a New Orleans-based financial planning and investment advisory practice (founded 1989, lead advisor Renée Pastor) operating under NewEdge Advisors, LLC, serving individuals and families across career stages with retirement planning, 401(k) management, longevity planning, and women-investor advisory services.
- Ownership category
- akta.pro rank
The Pastor Financial Group industry classification
Industry- Product category
- Financial Advisory Services
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Comprehensive Financial Planning (FSAEAAAA)
- akta.pro secondary industries
- Retirement & Pension Planning (401(k)/IRA) (FSAEAAAD), Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF)
Keywords
Where The Pastor Financial Group is headquartered
LocationHeadquarters
- HQ city
- New Orleans
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
The Pastor Financial Group business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Financial Advisory Services: Fee-based financial planning and investment advisory services. Advisory services offered through NewEdge Advisors, LLC as a registered investment adviser. Securities offered through NewEdge Securities, LLC.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Custom financial advisory services |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels7 records
The Pastor Financial Group product offering
Product offeringCore offering
The Pastor Financial Group provides personalized financial planning, investment management, and retirement advisory services to individual consumers across the full retirement lifecycle — from early career accumulation through retirement and longevity. Core deliverables include 401(k)/403(b)/457 account management (including Self-Directed Brokerage Account support), retirement income and longevity planning, estate plan updates, career-transition advisory, and tailored planning for women investors, delivered through a consultative one-on-one advisor relationship and supported by a "Total Client Profile" discovery process.
Product overview
The Pastor Financial Group offers a single integrated suite of financial planning and investment advisory services. The core offering centers on personalized financial guidance delivered through lead advisor Renée Pastor, including 401(k) management, retirement planning, longevity planning, estate planning preparation, and specialized services for women investors. The firm operates as a registered investment adviser through NewEdge Advisors, LLC, offering services spanning the full retirement planning lifecycle from early career through retirement.
Differentiator
Problem solved
Functional benefit
Companies that use The Pastor Financial Group
Customer profileSegments3 records
Ideal customer profiles3 records
The Pastor Financial Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
The Pastor Financial Group partnerships and signals
Strategic signalPartnerships
Four partnerships are on record, tiered core and minor.
- NewEdge Advisors, LLCcoreRegistered investment adviser (RIA) providing advisory services under the brand The Pastor Financial Group. NewEdge Advisors, LLC is a Registered Investment Advisor that provides the regulatory and operational infrastructure for the firm's advisory services.
- NewEdge Securities, LLCcoreBroker-dealer providing securities services, Member FINRA/SIPC. Offers securities products and services to clients of The Pastor Financial Group.
- NewEdge Capital Group, LLCcoreParent company of NewEdge Advisors, LLC and NewEdge Securities, LLC. Provides the overarching corporate structure and regulatory umbrella for The Pastor Financial Group's operations.
- BBB (Better Business Bureau)minorBBB Business Review accreditation for The Pastor Financial Group, providing consumer trust and business credibility verification.
Scale indicators1 record
Recent moves5 records
Expansion highlights4 records
The Pastor Financial Group competitors and assessment
Company assessmentBroad incumbents
- Fisher Investments: A large investment management firm serving individuals with portfolio management and retirement-focused advisory services — broadly overlapping in investment advisory and retirement offerings.
- Carson Wealth: A national RIA and wealth management firm serving individuals with retirement and investment planning — broadly overlapping service offering and target segment.
- Creative Planning: A large national RIA providing comprehensive financial planning and wealth management to individuals — comparable service mix but at vastly greater scale and geographic reach.
Emerging players
- Ellevest: A women-focused financial services firm offering investment and planning solutions aimed at women investors — directly comparable demographic focus with differentiated digital delivery model.
- Facet Wealth: A digitally delivered financial planning and investment advisory firm serving mass-affluent individuals — overlapping customer segment and planning focus, delivered through a different (digital) channel.
Direct peers
- Heron Financial Group: An independent, women-led RIA serving individuals and families with holistic financial planning, retirement, and investment advisory services — comparable in size, advisor-led model, and women-investor focus.
- Modera Wealth Management: A fee-only RIA offering comprehensive financial planning and investment advisory services to individuals and families — directly comparable service offering and target market.
- Halbert Hargrove Global Advisors: A longstanding, advisor-led RIA serving high-net-worth individuals with retirement, estate, and investment planning — comparable in client-centric planning model and longevity orientation.
- Bedel Financial Consulting: A boutique women-founded RIA providing comprehensive financial planning and investment management to individuals — comparable scale, demographic positioning, and service mix.
- Plancorp: A boutique RIA providing fee-only financial planning and investment management for individuals and business owners — comparable boutique scale and planning-led model.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat3 records
Key risks5 records
Key highlights5 records
Customer concentration
The Pastor Financial Group social profiles
Digital presenceThe Pastor Financial Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
The Pastor Financial Group leadership team
Management profileNumber of profiles
Profiles2 records
The Pastor Financial Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
The Pastor Financial Group M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about The Pastor Financial Group
What does The Pastor Financial Group do?
The Pastor Financial Group provides personalized financial planning, investment management, and retirement advisory services to individual consumers across the full retirement lifecycle — from early career accumulation through retirement and longevity. Core deliverables include 401(k)/403(b)/457 account management (including Self-Directed Brokerage Account support), retirement income and longevity planning, estate plan updates, career-transition advisory, and tailored planning for women investors, delivered through a consultative one-on-one advisor relationship and supported by a "Total Client Profile" discovery process.
Is The Pastor Financial Group a public or private company?
The Pastor Financial Group is a private company. It is classified as corporate owned and is currently operating.
When was The Pastor Financial Group founded?
The Pastor Financial Group was founded in 1989. It employs 1 to 10 people.
Where is The Pastor Financial Group based?
The Pastor Financial Group is headquartered in New Orleans, United States, in the North America region.
How does The Pastor Financial Group make money?
One revenue line is on record: financial Advisory Services.
Who are The Pastor Financial Group's main competitors?
Broad incumbents on record are Fisher Investments, Carson Wealth and Creative Planning. Emerging players are Ellevest and Facet Wealth. Direct peers are Heron Financial Group, Modera Wealth Management, Halbert Hargrove Global Advisors, Bedel Financial Consulting and Plancorp.
Does The Pastor Financial Group have an API?
No public API is recorded for The Pastor Financial Group.
What industry is The Pastor Financial Group in?
The Pastor Financial Group's product category is Financial Advisory Services. Its primary akta.pro industry code is FSAEAAAA, Comprehensive Financial Planning, with a secondary code of FSAEAAAD, Retirement & Pension Planning (401(k)/IRA). Its NAICS code is 523940 and its SIC code is 6282.