Your Goals Deserve the guidance of experienced Financial Partners

Affluent families and the complexities that accompany wealth require a greater degree of comprehensive planning, while fiduciaries count on prudent counsel to help ensure they are complying with their responsibilities.

We take pride in being one firm that delivers both. You can be confident in the financial guidance our experienced team brings to the table. It’s the right advice for you. Right here in Jackson, Mississippi.

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Families

Families

Fiduciaries

Fiduciaries

Doing what it takes to get the job done right

Our Team

A multigenerational team built on experience and a family legacy encompassing three generations.

Bill Geary, CFA®
Senior Vice President, Investments Managing Director Senior Vice President, Investments
Chris Correro
Senior Vice President, Investments
Logan Phillips
Senior Vice President, Investments
Ryan Geary
Associate Vice President, Investments
Lisa Wilson
Senior Registered Sales Assistant
Ola Fox
Registered Client Service Associate
“We are proud of the sophisticated investment advice we are able to offer our clients.”
BILL GEARY, CFA® Senior Vice President, Investments

commentary & insight

Four ways to teach your kids about business

Set them up for professional – and personal – success. 
Business Ownership

Tax-advantaged accounts: A powerful addition to your financial plan

The benefits of tax-efficient wealth management.
Tax Planning

More retirees crossing state lines – here’s where they’re going

05/14/2024

Florida drew more retirees than any other state.
Retirement & Longevity

Don’t fear the language – understand it

05/13/2024
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing

Protecting your business from the loss of a key contributor

Key person insurance can help you maintain business continuity.
Business Ownership

Five key takeaways from earnings season

05/10/2024
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing

let’s bring your future into focus

 

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