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  • 1

    Cathy Pareto and Associates

    Jackson, MS

    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

    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

    Abridge Partners, LLC

    124 One Madison Plaza
    Madison, MS

  • 4

    Hardy Reed Fruge Capital Advisors, LLC

    101 S. Front Street
    Tupelo, MS

  • 5

    McAllister Capital Management

    1907 Dunbarton Drive
    Jackson, MS

  • 6

    Medley & Brown

    795 Woodlands Parkway Suite 104
    Ridgeland, MS

  • 7

    New Perspectives, Inc.

    303 Highland Park Cove
    Ridgeland, MS

  • 8

    Optimum Financial Services Inc

    1817 Crane Ridge Drive
    Jackson, MS

  • 9

    Woodmont Advisory Group, Inc.

    224 Avalon Cir. Suite A
    Brandon, MS

  • 10

    Woodridge Capital Portfolio Management, LLC

    800 Woodlands Pky
    Ridgeland, MS

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