Find a Financial Advisor in Columbus, MS

 

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We did the hard work of finding trustworthy partners in Columbus, MS.

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We Only Work With The Best Columbus Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Columbus, MS


  • Financial Advisor Close to Columbus, MS

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Columbus, MS


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Columbus, MS

We evaluated over 13,000 RIA firms to bring you the best of the best Columbus financial advisors.
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How Retirement-Friendly is Columbus, MS?

  • Population: 24,083
  • % of Population 62 Years and Over: 22%
  • Average Home Value: $124,600
  • Average Monthly Housing Cost: $760
  • Average Household Income: $55,819
  • Mississippi Total Tax Burden: 8.99% (15th Highest in U.S.)
  • Mississippi Property Tax: 2.80% (25th Highest in U.S.)
  • Mississippi Individual Income Tax: 1.64% (14th Lowest in U.S.)
  • Mississippi Sales and Excise Tax: 4.55% (6th Highest in U.S.)



The Top Financial Advisor Firms in Columbus, MS

 

FINANCIAL CONCEPTS

Website

(662) 327-1480

1121 Second Ave N

Columbus, MS 39701

SEC#: 801-72394
Years in Business: 10 years

MAGNOLIA CAPITAL ADVISORS LLC

Website

(662) 328-3300

510 Lincoln Rd.

Columbus, MS 39705

SEC#: 801-114023
Years in Business: 3 years

BEAM ASSET MANAGEMENT, LLC

Website

(662) 329-9777

114 4th Street South

Columbus, MS 39701

SEC#: 801-60334
Years in Business: 20 years

BEAM ASSET MANAGEMENT, LLC

Website

(662) 329-9777

114 4th Street South

Columbus, MS 39701

SEC#: 801-60334
Years in Business: 20 years

BEAM ASSET MANAGEMENT, LLC

Website

(662) 329-9777

114 4th Street South

Columbus, MS 39701

SEC#: 801-60334
Years in Business: 20 years

BEAM ASSET MANAGEMENT, LLC

Website

(662) 329-9777

114 4th Street South

Columbus, MS 39701

SEC#: 801-60334
Years in Business: 20 years

HOUSEHOLDER GROUP ESTATE AND RETIREMENT SPECIALIST, LLC

Website

(662) 327-4607

2900 Bluecutt Road, Suite 1

Columbus, MS 39705

SEC#: 801-78565
Years in Business: 8 years

MAGNOLIA CAPITAL ADVISORS LLC

Website

(662) 328-3300

510 Lincoln Rd.

Columbus, MS 39705

SEC#: 801-114023
Years in Business: 3 years

 


Columbus, MS Financial Advisor FAQs

That can depend on many different factors. For example, the financial advisor may charge an hourly rate, may charge by the hour or incrementally for each service rendered (investment management, insurance management), or may offer a monthly retainer. There are many ways to ask this question and it would behoove you to detail your needs before continuing with any questions concerning rates of compensation.
A financial advisor helps you plan for your future financially. When you have a question about investments, retirement, insurance, or taxes, they're the person to turn to.
You can ask financial advisors questions such as What types of services will you offer me?, Do you have any investment style preferences?, and What expected returns can I expect from my investments? among others. It is important to find out what the advisor is willing to invest in and how big a factor fees are in their perspective.
Yes. A good financial advisor will help you set and reach your own goals such as investing money for retirement, getting a mortgage, paying for college, and buying a new home. They will also be able to offer ideas on how to save and spend more wisely so that you can meet these goals.