Fiduciary advisors in Mississippi

Biloxi, Mississippi

Roberts Wealth Management offers financial planning, investment management, and wealth management services from eight locations across the Gulf Coast, with a primary office in Biloxi, Mississippi. The firm operates on an independent basis and employs certified financial advisors who work through a three-step process—discovery, strategy, and implementation—to develop personalized financial plans. Services include retirement planning, estate planning, income solutions, insurance guidance, and tax planning. The firm has been in business for over 30 years and serves families throughout the region.

Biloxi, Mississippi

Agape Wealth is a financial planning firm based in Biloxi, Mississippi that works with clients on retirement-focused planning. The firm operates through Agape Wealth, LLC for insurance products and is affiliated with AE Wealth Management, LLC, a registered investment adviser. The firm's approach involves meeting with clients to understand their retirement goals, developing action plans around income and tax considerations, and conducting ongoing monitoring to help keep plans aligned with objectives over time.

Biloxi, Mississippi

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Biloxi, Mississippi. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 1-star rating from 1 Google review.

Brandon, Mississippi

Whitehead Financial Group, LLC, based in Brandon, Mississippi, offers estate planning and financial planning services with particular expertise in retirement planning and investment management. The firm is led by Phil Whitehead, a Chartered Life Underwriter and Chartered Financial Consultant with over 30 years of industry experience, and includes his sons Leighton and Braden. The practice serves a range of clients including small-business owners and individuals navigating major life transitions such as retirement or business sales, drawing on the principals' combined background in entrepreneurship and tax-efficient planning strategies.

Columbus, Mississippi

Nickels Wealth is a financial planning firm in Columbus, Mississippi that addresses retirement planning, investment strategy, Social Security and Medicare decisions, and life insurance considerations. The firm works with clients on self-directed portfolios and employer retirement accounts, employing a three-step approach of planning, investing, and adapting to align client finances with their values and priorities. Operating as a small team with experience from larger firms, the practice serves clients seeking straightforward guidance on coordinating multiple financial elements.

Flowood, Mississippi

Countiss Wealth Management, based in Flowood, Mississippi, provides financial planning, investment management, and retirement planning services through LPL Financial, a registered investment advisor and FINRA/SIPC member. The firm works with pre-retirees, retirees, business owners, executives, and families to develop customized financial strategies covering investments, tax planning, insurance, and estate matters. Their process begins with understanding clients' current financial position and life objectives, then constructs portfolios of stocks, ETFs, and mutual funds aligned with individual risk tolerance and time horizons.

Grenada, Mississippi

Raymond James & Associates is an investment advisory firm in Grenada, Mississippi. Services include Retirement Planning. The firm specializes in Small Business. Its advisors hold CLU credentials. The office has a wheelchair-accessible entrance.

Hattiesburg, Mississippi

Ryan Financial is an investment advisory firm in Hattiesburg, Mississippi. Services include Investment Management. The office has a wheelchair-accessible entrance. The office is open daily.

Hattiesburg, Mississippi

Simplified Wealth Management, based in Hattiesburg, Mississippi, provides financial planning, investment management, and insurance analysis services. The firm takes a holistic planning approach designed to address clients' financial details across all life stages, from early career through retirement. The firm's process centers on converting current financial circumstances into stated long-term objectives through comprehensive planning.

Hattiesburg, Mississippi

Raanes & Oliver Capital Advisors is a financial advisory firm in Hattiesburg, Mississippi, affiliated with Raymond James Financial Services and staffed by six advisors including credentialed professionals (CFA, CFP®, CMT, AWMA®, CPWA®). The firm serves individuals, families, and business owners across South Mississippi with investment portfolio management, financial planning, and retirement income services, using a rules-based approach grounded in client risk tolerance and asset allocation. Team members bring over four decades of combined experience and work collaboratively to develop customized financial plans addressing wealth building, protection, and transfer.

Jackson, Mississippi

Branning Wealth Management is an investment advisory firm in Jackson, Mississippi. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. Service options include onsite meetings and online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week.

Jackson, Mississippi

Insurance-Based

Northwestern Mutual is an insurance-based firm in Jackson, Mississippi. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance. It holds a 4-star rating from 1 Google review.

Madison, Mississippi

Golden Years Financial is a Madison, Mississippi financial advisory firm specializing in retirement planning, estate planning, and wealth management for affluent clients. The firm offers services including retirement income strategy, investment management, tax-efficient planning, IRA and 401(k) rollover analysis, annuity evaluation, life insurance, and risk management. Golden Years Financial operates as both an insurance agency and a registered investment adviser through AE Wealth Management, LLC, following a planning process centered on understanding client goals, developing action steps, and monitoring progress throughout retirement.

Madison, Mississippi

Insurance-Based

Northwestern Mutual - Madison is an insurance-based firm in Madison, Mississippi. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.4-star rating from 5 Google reviews.

Meridian, Mississippi

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Meridian, Mississippi. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Meridian, Mississippi

Richard Hamner, Financial Advisor - Eagle Strategies is an investment advisory firm in Meridian, Mississippi. Services include Financial Planning. The firm specializes in Retirement Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Meridian, Mississippi

Insurance-Based

Northwestern Mutual is an insurance-based firm in Meridian, Mississippi. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. The office has a wheelchair-accessible entrance.

Ocean Springs, Mississippi

Catalyst Wealth Advisory is an independent financial planning firm based in Ocean Springs, Mississippi, offering income planning, legacy planning, and tax-strategy services to individuals and families. The firm's team includes multiple financial advisors with backgrounds ranging from clinical neuroscience to public service and banking, alongside support staff focused on client relations and business development. The firm emphasizes personalized planning and transparent client-centered service.

Oxford, Mississippi

Barfield Wealth Management is an investment advisory firm in Oxford, Mississippi. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open daily.

Oxford, Mississippi

GilesMcPhail Wealth Management is an investment advisory firm in Oxford, Mississippi. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 18 Google reviews.

Oxford, Mississippi

Insurance-Based

Northwestern Mutual is an insurance-based firm in Oxford, Mississippi. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. It holds a 5-star rating from 2 Google reviews.

Philadelphia, Mississippi

Kevin Vaughn is a financial advisor operating through Wise Financial Group, LLC in Philadelphia, Mississippi, offering financial planning services with a focus on retirement planning and investment management. He is registered as an investment adviser representative with Eagle Strategies LLC and holds insurance licenses and securities registrations through New York Life companies, enabling him to provide both fee-based advisory services and commission-based insurance and investment products. Clients may engage him for advisory services alone, product implementation, or a combination of both.

Ridgeland, Mississippi

Oakmont Financial Partners is an investment advisory firm in Ridgeland, Mississippi. Services include Insurance Analysis. The firm specializes in Insurance Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.

Ridgeland, Mississippi

Pondera Financial Group, LLC is an investment advisory firm in Ridgeland, Mississippi. Services include Financial Planning, Investment Management, and Retirement Planning. The firm specializes in Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week.

Ridgeland, Mississippi

MCP3 Wealth Advisors is an investment advisory firm in Ridgeland, Mississippi. The office has a wheelchair-accessible entrance. The office is open daily.

Ridgeland, Mississippi

WealthPartners is a financial advisory firm based in Ridgeland, Mississippi, serving families and retirees. The firm develops comprehensive financial plans by examining clients' full financial situations in relation to their goals, values, and concerns. The team brings over 140 years of collective industry experience and operates through Kestra Investment Services and Kestra Advisory Services.

Ridgeland, Mississippi

Waverly Advisors, LLC is a Ridgeland, Mississippi-based firm offering financial planning, investment management, tax, and estate planning services to private clients. The firm constructs customized portfolios combining traditional equities and fixed-income securities with nontraditional alternatives, providing quarterly net-of-fee performance reporting against relevant benchmarks. Clients receive partner-level service and access to a Wealth Management Dashboard for portfolio monitoring. Advisors hold the CLU credential and operate as an independent firm.

Ridgeland, Mississippi

Taylor B. Triplett, Financial Advisor - The Skyline Company Financial LLC is an investment advisory firm in Ridgeland, Mississippi. Services include Financial Planning. The firm specializes in Retirement Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

Southaven, Mississippi

Givens LPL Financial offers estate planning, financial planning, investment management, and retirement planning services with particular expertise in college savings and estate matters. The firm holds a CPA credential and maintains offices in both Southaven and Senatobia, Mississippi. Services include investment decision-making across stocks and bonds, as well as planning for trusts, gifts, and educational needs.

Tupelo, Mississippi

Saylors Strategic Wealth, PLLC is an investment advisory firm in Tupelo, Mississippi. The office has a wheelchair-accessible entrance. The office is open five days a week.