Madison County, MS Financial Advisors and Resources



Financial Advisor Firms in Madison County, MS


LEGACY WEALTH MANAGEMENT, LLC

Website

(601) 499-1970

300 Concourse Blvd, Suite 102

Ridgeland, MS 39157

SEC#: 801-117015
Years in Business: 2 years

SMITH SHELLNUT WILSON

Website

(601) 605-1776

661 Sunnybrook Road
Suite 130
Ridgeland, MS 39157

SEC#: 801-49071
Years in Business: 26 years

MEDLEY & BROWN

Website

(601) 982-4123

795 Woodlands Parkway Suite 104

Ridgeland, MS 39157

SEC#: 801-63763
Years in Business: 16 years

NEW PERSPECTIVES, INC.

Website

(601) 991-3158

303 Highland Park Cove
Suite B
Ridgeland, MS 39157

SEC#: 801-112730
Years in Business: 3 years

ELEMENT WEALTH, LLC

Website

(601) 957-6006

800 Woodlands Pky
Suite 201
Ridgeland, MS 39157

SEC#: 801-61758
Years in Business: 18 years

STEPHENS INC.

Website

(601) 605-5675

140 Township Avenue
Suite 202
Ridgeland, MS 39157

SEC#: 801-15510
Years in Business: 41 years

CETERA INVESTMENT ADVISERS LLC

Website

(800) 598-9164

1020 Highland Colony Pkwy

Ridgeland, MS 39157

SEC#: 801-20406
Years in Business: 37 years

VIRTUE CAPITAL MANAGEMENT, LLC

Website

(601) 605-1991

733 Lake Harbour Dr.
Suite I
Ridgeland, MS 39157

SEC#: 801-79938
Years in Business: 7 years

VIRTUE CAPITAL MANAGEMENT, LLC

Website

(601) 605-1991

733 Lake Harbour Dr.
Suite I
Ridgeland, MS 39157

SEC#: 801-79938
Years in Business: 7 years


How Retirement-Friendly is Madison County, MS?

  • Population: 104,562
  • % of Population 62 Years and Over: 16.8%
  • Average Home Value: $224,200
  • Average Monthly Housing Cost: $1,064
  • Average Household Income: $100,923
  • 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.)


Madison County, MS Financial Advisor FAQs

Financial advisors can get paid in various ways - commission, fee-only, or through a hybrid of the two.
It's always good to ask whether the financial advisor is registered. Also ask about their previous track records, licenses, and available protections for clients for scams, if any.
Financial advisors are there to help when you have questions about taxes, wills, retirement funds, financial aid applications for college students, insurance policies and much more.
Yes. Having a financial advisor can help prevent many potential types of investment errors and investment woes.