Find a Financial Planner in Jackson, MS

 

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

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We Only Work With The Best Jackson 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 Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

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


  • Financial Advisor Close to Jackson, 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

 

How Can a CFP® in Jackson Help You?

Wealth managers are financial professionals who work to comprehensively build their clients' wealth. Wealth management incorporates nearly all areas of the client's financial life, from investments and asset planning to tax management, retirement, estate planning, and more. In the Jackson area, wealth managers are typically used by high-net-worth individuals or high-capital organizations.
Personal financial planning is a service offered by qualified financial experts who provide personalized plans and strategies to help clients achieve their financial goals. Financial planning may be more hands-on or hands-off, but strategies in Jackson can include managing client retirement accounts, investments, tax plans, and more.
15.8% of Jackson's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the Jackson area can create a custom plan and walk with you each step of the way.
Estate planning names the beneficiaries of your estate upon death and who has the responsibility to make healthcare and financial decisions on your behalf if you are incapacitated during life. A comprehensive estate plan includes a living will and other types of legal documentation as needed to achieve its intended outcome. In the Jackson area, qualified financial professionals--like financial advisors--offer estate planning services.
Business financial planning sets out the financial path a company takes to achieve its goals over a stated timeline. Business financial planning can be very granular, addressing specific projections for business expansion, equipment needs, staffing, resources, cash flow, and financing options in the Jackson area.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. Financial advisors in the Jackson area often offer tax planning services to their clients. Tax planning strategies will differ depending on depending on where you live. Mississippi has unique laws defining which actions trigger a taxable event and has the 15th highest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse involves working with an attorney or financial advisor in the Jackson area to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. It typically includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management typically involves rolling several loans into a single loan with better financing terms, such as a lower monthly payment or interest rate. Debt consolidation is a popular strategy for advisors in the Jackson area when dealing with high-interest credit card debt and private student loans.

 

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

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

  • Population: 166,383
  • % of Population 62 Years and Over: 15.8%
  • Average Home Value: $101,300
  • Average Monthly Housing Cost: $826
  • Average Household Income: $55,850
  • 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 Jackson, MS


MAG CAP

Website

(601) 362-5872

4500 I-55 North
Suite 291
Jackson, MS 39211

SEC#: 801-114023
Years in Business: 2 years

TRUSTMARK INVESTMENT ADVISORS, INC.

Website

(601) 208-7663

1701 Lakeland Drive

Jackson, MS 39216

SEC#: 801-60966
Years in Business: 19 years

TRINITY CAPITAL INVESTORS

Website

(601) 956-3511

1675 Lakeland Drive
Ste 400
Jackson, MS 39216

SEC#: 801-57287
Years in Business: 21 years

BALLEW ADVISORS INC

Website

(601) 368-3500

4800 I-55 North
Suite 21
Jackson, MS 39211

SEC#: 801-38978
Years in Business: 29 years

COKER & PALMER

Website

(601) 354-0860

1667 Lelia Drive

Jackson, MS 39216

SEC#: 801-77645
Years in Business: 8 years

EFP ADVISORS

Website

(601) 206-0006

1501 Lakeland Drive
Suite 250
Jackson, MS 39216

SEC#: 801-79242
Years in Business: 7 years

WEALTHVIEW CAPITAL, LLC

Website

(601) 981-4040

4500 I-55 North, Suite 263

Jackson, MS 39211

SEC#: 801-79342
Years in Business: 7 years

OPTIMUM FINANCIAL SERVICES, LLC

Website

(601) 981-5900

1817 Crane Ridge Drive
Suite 200
Jackson, MS 39216

SEC#: 801-38310
Years in Business: 30 years

THE MOLPUS WOODLANDS GROUP, LLC

Website

(601) 948-8733

654 North State Street

Jackson, MS 39202

SEC#: 801-63377
Years in Business: 16 years

MCALLISTER CAPITAL MANAGEMENT

Website

(601) 362-1000

1907 Dunbarton Drive
Suite E
Jackson, MS 39216

SEC#: 801-114794
Years in Business: 2 years