H. Jude Boudreaux, CFP
H. Jude Boudreaux, CFP is a fee-only financial planner based in New Orleans. He works with a wide range of clients in identifying and pursuing their life’s goals. He is a Certified Financial Planner and has over a decade of diverse industry experience, including Janus Mutual Funds, MassMutual Financial Group, and most recently as Director of Financial Planning for Bellingrath Wealth Management.
  • Certified Financial Planner practitioner since 2004
  • Adjunct professor at Loyola University New Orleans (Personal Finance, Music Finance)
  • Has appeared in numerous financial publications including the Wall Street Journal, Financial Planning Magazine, the Journal of Financial Planning, InvestmentNews, and Bankrate.com. (See the full list here on our News page)
  • Contributing columnist for the Journal of Financial Planning since 2011
  • 2012-2014 President of the Loyola University New Orleans Business Alumni Board
  • Elected by his peers as Financial Planning Association National NexGen President in 2009
  • Member of Financial Planning Association of Greater New Orleans Board of Directors since 2008
Upperline Financial Planning is a fee-only, financial life planning firm based in New Orleans.

What does that mean? Fee-Only means that the only revenue we earn is the amount that we agree upon. We don’t earn any commissions for recommending products or investment management fees on your assets. We feel this eliminates the conflicts-of-interest that are traditionally present in financial planning relationships, and allows us to place our clients and their life goals, not their money, at the center of the relationship.

Financial Life Planning

Financial Life Planning is a recent evolution in our industry. Historically, when you first meet with a financial planner, you’d get asked a series of questions about your income and expenses, your investments and debts, and then talk about when you might want to retire. Money is a wonderful servant, but a terrible master. What if we started with questions about your life and goals? Questions like:
•What do you most look forward to about the future?
•What are the top things you’d like to accomplish/experience in your lifetime?
•How would you like to be remembered someday?
•What would a great relationship with a financial planner look like?

Contact H. Jude Boudreaux, CFP

Upperline Financial Planning
New Orleans, Louisiana
Phone: 504-610-5833


Service Area

Services provided in:
  • Ascension Parish, Louisiana
  • Assumption Parish, Louisiana
  • Iberville Parish, Louisiana
  • Jefferson Parish, Louisiana
  • Lafourche Parish, Louisiana
  • Livingston Parish, Louisiana
  • Orleans Parish, Louisiana
  • Plaquemines Parish, Louisiana
  • Saint Bernard Parish, Louisiana
  • Saint Charles Parish, Louisiana
  • Saint James Parish, Louisiana
  • Saint Martin Parish, Louisiana
  • Saint Mary Parish, Louisiana
  • Saint Tammany Parish, Louisiana
  • St John the Baptist Parish, Louisiana
  • Tangipahoa Parish, Louisiana
  • Terrebonne Parish, Louisiana

To request additions or corrections to this entry email the Administrator