MS · Philadelphia

Fiduciary advisors in Philadelphia, MS

1 advisor with offices in Philadelphia. Credentials, fee structures, and minimums are disclosed on each listing.

1 listed Low coverage · not indexed

1 results in Philadelphia

Kevin Vaughn, Financial Advisor - Wise Financial Group, LLC

Philadelphia, Mississippi

Retirement Planning Investment Management

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.

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Financial advisors in Philadelphia, Mississippi

Advisors serving Philadelphia specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Mississippi's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

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