A state where it is cheap to live that is also filled to the brim with natural beauty, Mississippi has a long, rich history and now finds itself bringing in quite a lot of income from the tourism and gambling industries on top of its agricultural past. It should also be noted that there’s a history of wealth in the old state, and signs of that wealth still are apparent today. Yet whether you have inherited some wealth or have built a strong business, you might need help managing your finances and investing, and that’s where a financial advisor can help. We took the time to pick out the very best ones.
Here are our top five choices for financial advisory firms in Mississippi:
Stratos Wealth Partners
Founded in 2010 and having offices in Gulf Port, Stratos Wealth Partners has more than $5.8 billion in assets under its management. They serve people across the country and the services they offer include the following: financial planning, financial wellness program, retirement planning, estate planning, and hourly consulting.
They seek to provide completely unbiased services and advice to clients, and also include clients heavily in the planning process, seeking their feedback on the investment strategy to take. Your specific financial situation is important to them, and they want you to be in full control of your destiny.
Stratos Wealth Partners is a fee-based firm that has no set minimum account requirement to work with them.
You can expect the following working with Stratos Wealth Partners:
- A team of advisors that guides you through the entire transition process with 60-day on-site support.
- Always-available IT support on all their digital tools.
- A highly experienced staff that will be put to work for you and your wealth.
Medley & Brown, LLC
Based in Ridgeland, Medley & Brown, LLC has nearly $651 million in assets under its management. The firm has been in business since 1988 and works with people of all walks of life.
The firm offers asset management and advisory services to individuals, families, retirement plans, foundations, and small businesses. They also global diversify their client’s assets, ensuring risk-adjusted returns with low volatility. They generally prefer using long-term investments.
Medley & Brown, LLC is a fee-only firm that has a $500,000 minimum account requirement to work with them.
You can expect the following working with Medley & Brown:
- A team of advisors that evaluates your current investments and tax situation to make sure they provide you with maximum returns.
- A monthly or quarterly statement showing all security options.
- A custodian will update you by sending a confirmation for each change in your portfolio.
Ballew Wealth Management
With more than $579 million in assets under its management, Ballew Wealth Management is in Jackson. The firm works with non-high-net-worth individuals to ensure they can comfortably build their wealth in the safest way possible.
Their experienced, forward-thinking advisors seek to provide long-term returns while working closely with clients to mitigate potential risks and threats to their goals. They create customized portfolios that are based heavily on how the markets are currently behaving and will likely behave in the future.
Ballew Wealth Management is a fee-based firm that has a $100,000 minimum account requirement to work with them.
You can expect the following working with Ballew Wealth Management:
- A highly experienced team of advisors.
- The ability to set restrictions on investing in specific industry sectors or types of securities.
- The discovery of gaps in your portfolio, and appropriate recommended solutions via its risk management service.
Mississippi Investment Management
Mississippi Investment Management is based in Jackson and has about $130 million in assets under its management. They offer customized portfolios and personalized investment advice, and their primary services are family wealth planning and investment management.
They perform in-house fundamental research and check the volatility of the market before advising you on which type of portfolio to work with. They want to make sure your risk-tolerance preferences are respected. They try to spot trends that their clients can benefit from early via advanced research.
Mississippi Investment Management is a fee-only firm that has a $50,000 minimum account requirement to work with them.
You can expect the following working with Mississippi Investment Management:
- A firm that sits down with you and your family to understand you better before working with you.
- Early research to determine some potential investment opportunities that you can take advantage of.
- Excellent customer service tailored to make you feel at home when working with them.
ET George Investment Management, LLC
A firm located in Starkville, ET George Investment Management, LLC has nearly $129 million in assets under its management. They work with professionals, families, and small business owners by providing them with sound plans that are tax-efficient.
Focused on creating long-term relationships with their clients (some for more than 30 years), you’ll never feel left out of the decision-making process regarding your portfolio. They rely on old-fashioned common sense approach and research to identify worthwhile investments.
ET George Investment Management, LLC is a fee-only firm that has a $250,000 minimum account requirement to work with them.
You can expect the following working with ET George Investment Management:
- Regular and effective communication regarding your portfolio.
- Excellent customer service.
- The use of traditional means of identifying potential investments.
There are more financial advisors in Mississippi than most people can count, but we’re confident that one of the above firms is the perfect choice for you. This can be a difficult choice, but a careful examination of your own financial goals alongside additional research can go an extremely long way towards making the right decision. We hope that no matter your final choice, you’re able to find financial security for years to come.