Find Top Financial Advisors Near Valdosta, Georgia
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Mmhp Investment Advisors
Mmhp Investment Advisors
Georgia, Thomasville
MMHP Investment Advisors is a reputable small investment advisory firm located in Thomasville, GA. With one office, the company is dedicated to providing expert financial guidance to clients seeking to grow and manage their wealth. Comprised of a team of five professionals, three of whom specialize in investment advisory services, MMHP Investment Advisors has established a strong presence in the industry. With an average of $116,280,000 in assets under management per investment advisor, the firm performs at an industry-average level. Their compensation structure is flexible, offering various options such as a percentage of assets under management, fixed fees, and hourly charges. While 401(k) and individual accounts account for less than 30% of their assets under management, MMHP Investment Advisors possesses the necessary expertise to effectively manage employer funds. The firm operates with full discretion over the 100% of assets they manage, primarily catering to high net worth individuals. In addition to investment advisory services, MMHP Investment Advisors also offers insurance brokerage services, further expanding their portfolio of offerings. The firm boasts a substantial client base, serving over 190 individual clients who entrust them with more than $348,829,000 in assets under management. MMHP Investment Advisors takes pride in their team of experienced professionals, including John Parker, David Middleton, and Fred Murphy, who have remained dedicated to the firm for a significant period. Their commitment to client satisfaction and wealth management expertise sets MMHP Investment Advisors apart in the competitive financial advisory landscape.
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Wiregrass Asset Management
Wiregrass Asset Management
Georgia, Thomasville
Wiregrass Asset Management, based out of Thomasville, GA, is a reputable investment advisory firm catering to over 180 individual clients and managing assets exceeding $100,164,000. With a client-centric approach, Wiregrass Asset Management prides itself on offering personalized investment solutions tailored to each client's unique goals and risk tolerance. While specializing in discretionary asset management, the firm also possesses the expertise to handle employer funds, although 401K and individual accounts comprise less than 30% of their assets under management. Their compensation structure is diverse, encompassing various types such as a percentage of assets under management and fixed fees, ensuring transparency and alignment of interests with their clients. With a team of two dedicated employees, Wiregrass Asset Management consistently delivers exceptional investment advisory services. Their investment advisors possess extensive industry knowledge and experience, with Fred Jones and Langley Devane being two of the firm's longest-tenured registered advisors. Clients can trust in their expertise and commitment to achieve optimal results. On average, each investment advisor manages approximately $50,080,000 in assets under management, aligning with the industry average. The firm's single office in Thomasville, GA, serves as the central hub for delivering comprehensive investment strategies, portfolio management, and ongoing financial guidance. Wiregrass Asset Management distinguishes itself through its strong emphasis on client relationships, ensuring a personalized and holistic approach to wealth management. By consistently surpassing client expectations and delivering results, Wiregrass Asset Management has solidified its reputation as a trusted partner for individuals seeking effective asset management solutions.
Southeast Asset Advisors, Llc
Southeast Asset Advisors, Llc
Georgia, Thomasville
Southeast Asset Advisors, LLC is a reputable investment advisory firm located in Thomasville, GA. With a team of 15 dedicated professionals, 9 of whom specialize in investment advisory services, the firm boasts a wealth of expertise and experience. Their impressive track record is reflected in their average assets under management per investment advisor, which stands at approximately $216,030,000. This figure surpasses the industry average, solidifying Southeast Asset Advisors' position as a leader in the field. The firm's compensation structure is diverse and tailored to meet the unique needs of their clients. It includes various options such as a percentage of assets under management, hourly charges, and fixed fees, ensuring transparency and flexibility in their client relationships. With a robust client base of over 110 individuals, Southeast Asset Advisors oversees a staggering $3,239,114,000 in assets under management. Impressively, 66% of these assets are under their discretionary management, showcasing their clients' trust in their expertise and decision-making. Operating from five strategically located offices, Southeast Asset Advisors is deeply rooted in the local community, establishing strong connections and fostering long-term relationships. The firm takes pride in its team of highly experienced professionals, including Bernard Lanigan, Charles Jackson, and Frank Mercer, who have demonstrated remarkable dedication and tenure. Whether clients seek assistance with wealth management, financial planning, or investment strategies, Southeast Asset Advisors, LLC is committed to providing exceptional service and tailored solutions to help individuals and families achieve their financial goals.