Broker Check


What makes us different?

We're changing the way our clients in Cleveland, Mississippi, and abroad experience asset management. A partnership with us means specific, tailored financial strategies that are truly personal. Our firm doesn't believe in cookie-cutter investment strategies. We are bridging the gap between Wall Street and historic downtown Cleveland by providing our local clients with institutional-grade portfolio management. You don't have to work with a hedge fund in New York to reap Wall Street's benefits. We invite you to experience the power of our professional financial services right here in Cleveland, Mississippi. 

Small Town Vibes

 It's hard to find a Financial Advisor in Cleveland, Mississippi that puts your interest first. That's why we are fiduciaries. A fiduciary is another word for a "trusted financial advisor".  The Cleveland community can trust us to place their interests ahead of our own. 

Backed by the Biggest

Yes, we are independent financial advisors backed by Advisor Group. Advisor Group is one of the largest independent broker-dealers in the United States. We provide our clients with managed portfolios from Wall Street's largest institutional fund managers through our strategic partnership with Advisor Group.


Where are you going in life? We aren't going anywhere. Established in 1957, we have provided financial services to our clients in Cleveland, MS, and the surrounding Mississippi Delta area for 60+ years.


Client Perks

There's what makes us different and there are the perks and benefits of establishing a partnership with us.  

One-stop shop

From financial planning to insurance to investments-we check most of the boxes.


We come to you. Whether on zoom or at the cross-section of Hwy 61 & 8-we meet you where you are going.


With our institutional resources, we are a small-town financial firm on the cutting edge of the changing landscape.

Frequent review

We watch the stock market and your account to determine timely reviews.


Crystal-clear advice is at our core. The bulk of our clients reside in the Mississippi Delta where there isn't access to sound financial advice. We're fixing that.


 Many financial services in Cleveland are accountants first and financial advisors second. We don't believe in it. Expect focused solutions tailored to you.


Trust. Honesty. Integrity. We believe values matter, and we live by ours every day. We don't have an ego. if we don't know something, we will tell you and refer you to one of our professional partners.


The next generation of investors will demand advanced technology that scales with their needs. We put technology on the center stage by offering an elite client experience. 


Ready for the next steps?

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. You can learn more about Our Process below. If you are already familiar with it, let's go ahead and book a call. 

<br data-mce-bogus="1">

Let's Chat

Let's book a 20-minute, hassle-free, exploratory call. 

Let's book a call
<br data-mce-bogus="1">

Our Services

From investment management to insurance to financial planning... We do it all.

Check out our services
<br data-mce-bogus="1">

Our Process

Learn about our guided, no-hassle process. It's streamlined and efficient. 

Learn about our process