We offer a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey.

With over 60 years of combined investment experience, the Financial Advisors in our office serve the investment needs of our clients in 33 North Mississippi Counties and 18 Southeastern States. Our expertise is in Individual and Business Investment Management, Individual and Business Retirement Planning, Family Education Funding, Estate Planning, as well as Foundation and Trust Planning. Our mission is to help our clients achieve their own unique goals by managing their assets, preserving their wealth and building their financial legacies. Our approach is to serve our clients with a consultative, team-based approach that examines all aspects of their financial lives. We put our clients' interest above our own or those of our firm.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.