Senior Advisory Group, LLC is an independent registered investment advisor serving Baton Rouge, Louisiana and surrounding communities and provides financial planning and access to third-party asset management. Our mission is to provide the families and businesses we serve with innovated financial strategies, solutions and planning that can result in financial clarity, security and overall financial health. Making strong commitments to our clients and building life-long relationships are our tenets of success.
Senior Advisory Group, LLC provides investors custom-tailored investment strategies to meet short and long-term needs. We provide full transparency in the form of separately managed accounts through our partnerships with third-party money managers. Our goal is to help our clients realize their financial dreams by offering creative solutions through an open and transparent process utilizing both financial and insurance* solutions to achieve financial independence. As a fiduciary, Senior Advisory Group, LLC is legally obligated to put our clients’ interests first.
We empower you to navigate today’s complex financial world. We customize a plan to fit your individual and family needs, as well as the needs of your small or large business.
*Insurance offered through S. E. Earle Management, Inc.
Shane Earle
President/Owner
Shane Earle’s mission is to help Louisiana retirees save up to 50% in taxes and increase retirement income by as much as 30%.
Shane has taught financial planning classes at one of the nations largest financial organizations. He regularly helps workers at large corporations understand and implement a distribution plan for their safe and secure retirement.
Shane is a radio host of Baton Rouge’s Senior Advisory Hour Local to Baton Rouge on TALK 107.3 and the publisher of Senior Living, an easy-to-read newsletter suited for those already retired or about to enter retirement.
Shane lives with his wife, Lori, and his two children, Matt and Jack, in Walker. Do not miss the opportunity to learn the best ways to protect and grow your assets.
Strategic Alliances
Michael Binger, CFA®
President
President Gradient Investments, LLC
As President, Michael is the leader of Gradient Investments and has been with the firm since 2012. He brings more than 30 years of industry experience including prior roles managing multi-billion dollar portfolios for an institutional asset manager. Michael is a CFA® charterholder and is a frequent contributor on CNBC, Fox Business, Barron’s, and the Wall Street Journal.
Keith Gangl, CFA®
Senior Portfolio Manager of
Gradient Investments, LLC
Keith joined Gradient Investments in 2018 and has more than 30 years of industry experience. Prior roles include senior portfolio manager for a large institutional asset management firm, managing a multi-billion-dollar portfolio. Keith is a CFA® charter holder, and has been featured in media outlets such as CNBC, Bloomberg, Investor’s Business Daily, Nasdaq and Reuters.
Tyler Ellegard, CFA®
Portfolio Manager of
Gradient Investments, LLC
Tyler is a Senior Portfolio Manager at Gradient Investments, where he focuses on portfolio management, asset allocation, and investment research across multiple asset classes. He provides market insight and portfolio strategy to support client investment decisions. Tyler is a CFA® charterholder and has been featured in media outlets including Schwab Network, Reuters, and The Wall Street Journal.
This endorsement of Gradient Investments, LLC, (GI) and its portfolio management services is provided by the firm. The firm refers clients to GI for portfolio management services. GI does not pay separate compensation to the firm in relation to its endorsement or any promotional services. However, the firm receives a portion of the advisory fees paid by clients who utilize the portfolio management services of GI. The firm also shares in the revenue of GI via quarterly payments based on the amount of total assets the firm places with GI. This endorsement incentivizes the firm in increasing the assets placed with GI, and therefore the compensation received by the firm. The firm and its investment advisor representatives are not supervised by GI. While these conflicts of interest exist, the firm and its investment advisor representatives are subject to fiduciary duty and must act in the best interests of their clients. The firm and their clients are not required to use GI and may select other investment managers.