Sara Sroka, CPA, CFP®
Fee-only fiduciary providing tax-smart financial clarity for Gen X families.
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Fee-only fiduciary providing tax-smart financial clarity for Gen X families.
Areas of Focus
- Business Owners
- Caregiving for Parents
- Estate Planning
- Financial Planning
- Insurance
- Investment Management
- Retirement Income Planning
- Tax-Efficient Planning
About Sara Sroka, CPA, CFP®
Hi, I'm Sara Sroka, Advisor of Bienvenue Wealth.I'm a dual-credentialed CPA (2015) and CERTIFIED FINANCIAL PLANNER™ (2019) who has advised small-business clients and families for over a decade.
A New Orleanian since 2011, I bridge the historical, numbers-side of accounting with forward-looking wealth creation, which is exactly why I'm so effective at one thing in particular: reducing the lifetime tax drag on your wealth.
I'm also the author of Clarity Beats Complexity, a book built on the same belief that anchors the firm: that a plan you understand is a plan that works.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Certified Public Accountant (CPA)
Affiliations
- XY Planning Network
Primary Location
1100 Poydras Street, Suite 1502, New Orleans, LA 70163
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory conversation. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About Bienvenue Wealth
Bienvenue Wealth is a fee-only, fiduciary registered investment adviser founded in 2010 in New Orleans to give families financial advice that answers to them and no one else.In French, our name means welcome, and in New Orleans that's more than a greeting — it's how we treat the people at our table. We were founded on a simple idea: financial advice should answer to the client and no one else, not a product, not a commission, not a home office in another state.
We're built for New Orleans business owners and Gen X professionals who'd rather plan ahead than overpay later, and we work with clients in person or by video.
Our Philosophy
We are paid only by you. There are no commissions, no kickbacks, and no products — every expense is disclosed, and there are no hidden fees, ever. We hold the CFP®, CPA, and EA credentials under one roof, so tax strategy runs through every decision instead of arriving as a surprise in April.
Our Services
We provide financial planning, tax planning, retirement planning and distribution strategy, estate planning, investment management, and insurance and risk management, coordinated as one plan rather than handled in isolation.
Who We Serve
Most of our clients share a few things: complex finances, big decisions ahead, and a wish for advice that's genuinely on their side. We work primarily with business owners, corporate executives, and Gen X professionals, along with those caring for aging parents.
Education
Keuka College, Bachelor of Science, Accounting, Bachelor of Science, Criminal Justice
Hobbies and Interests
- Family
SEC Lookup
View DisclosureFINRA Lookup
View DisclosureWho We Serve
- Business Owners
- Caregivers
- Corporate Executives
- Dual Income Family
- Entrepreneurs
- Families
- Gen X
- Intergenerational Families
- Living in Retirement
- Pre-Retirees
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