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.

Time-tested

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.

One-stop shop

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

Dynamic

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

Trendsetters

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.

Transparency

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.

Client-focused 

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

Networking

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.

Technology

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.