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  • 1

    Cathy Pareto and Associates

    Jackson, MS (3.01 miles)

    Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning, 529 College Savings

    Portfolio requirement: $250,000

    **NAPFA Member** We provide a more personal approach to financial planning and investing. We operate as an independent Fee-Only Advisory firm. NEW CLIENT minimum portfolio size = $100,000...

  • 2

    Evensky & Katz, LLC

    Jackson, MS (3.01 miles)

    Services offered: Money Management, Retirement Planning, 401K to IRA Rollover, Estate Planning

    Portfolio requirement: $1,000,000

    **NAPFA Member** We are a nationally respected wealth management firm with over 20 years of experience understanding and responding to our client's unique circumstances. We serve clients nationally. NEW CLIENT minimum portfolio size = $1,000,000…

  • 3

    Arbor Wealth Management


    Destin, FL

    Services offered: Money Management, Retirement Planning, 401K to IRA Rollover

    Portfolio requirement: $500,000

    Come see us for a free consultation when you are in or near Destin, FL. We are a “Fee-Only” Registered Investment Advisory Firm We specialize in portfolio management for high net-worth clients and in retirement planning. Portfolio Min = $500,000.

  • 4

    McAllister Capital Management

    1907 Dunbarton Drive
    Jackson, MS

  • 5

    Optimum Financial Services Inc

    1817 Crane Ridge Drive
    Jackson, MS

  • 6

    Medley & Brown

    795 Woodlands Parkway Suite 104
    Ridgeland, MS

  • 7

    New Perspectives, Inc.

    303 Highland Park Cove
    Ridgeland, MS

  • 8

    Woodridge Capital Portfolio Management, LLC

    800 Woodlands Pky
    Ridgeland, MS

  • 9

    Abridge Partners, LLC

    124 One Madison Plaza
    Madison, MS

  • 10

    Woodmont Advisory Group, Inc.

    224 Avalon Cir. Suite A
    Brandon, MS

  • 11

    Arbor Wealth Management


    Destin, FL

    Services offered: Money Management, Retirement Planning, 401K to IRA Rollover

    Portfolio requirement: $500,000

    Come see us for a free consultation when you are in or near Destin, FL. We are a “Fee-Only” Registered Investment Advisory Firm We specialize in portfolio management for high net-worth clients and in retirement planning. Portfolio Min = $500,000.

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