Find Top Financial Advisors Near Tupelo, Mississippi
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Langley Wealth Management, Llc
Langley Wealth Management, Llc
Mississippi, Corinth
LANGLEY WEALTH MANAGEMENT, LLC, a reputable investment advisory firm based in Corinth, Mississippi, is dedicated to providing comprehensive financial services to a wide range of clients. With over 780 individual clients and an impressive $203,887,000 in assets under management, LANGLEY WEALTH MANAGEMENT, LLC delivers personalized solutions tailored to their clients' unique needs. Operating from a single office, LANGLEY WEALTH MANAGEMENT, LLC has established itself as a trusted advisor in the financial industry. With extensive experience in managing employer 401Ks and individual accounts, the firm demonstrates their proficiency in handling retirement plans and offering financial guidance to individuals. As a discretionary asset manager, LANGLEY WEALTH MANAGEMENT, LLC assumes full responsibility for 99% of the assets they manage, allowing them to make informed investment decisions on behalf of their clients. Their compensation structure includes various types, such as a percentage of assets under management, ensuring transparency and aligning their interests with those of their clients. With a team of six dedicated professionals, two of whom specialize in investment advisory services, LANGLEY WEALTH MANAGEMENT, LLC provides personalized attention and expertise to their clients. They average approximately $101,940,000 in assets under management per investment advisor, indicating a strong focus on delivering tailored strategies and maintaining a high level of client satisfaction. Brian Langley and Zeb Taylor, as two of the longest-tenured registered advisors at LANGLEY WEALTH MANAGEMENT, LLC, exemplify the firm's commitment to expertise and long-term client relationships. Their experience and dedication contribute to the firm's success in delivering exceptional financial guidance and helping clients achieve their financial goals. LANGLEY WEALTH MANAGEMENT, LLC also extends their services as a registered representative of a broker-dealer and insurance broker or agent, providing a comprehensive suite of solutions to meet their clients' diverse needs.
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Addicus Advisory, Llc
Addicus Advisory, Llc
Mississippi, Tupelo
Addicus Advisory, LLC is a renowned local investment advisory firm based out of Tupelo, MS. With over 160 individual clients and an impressive $131,561,000 in assets under management, they have established themselves as a trusted partner in the financial industry. The company operates from four well-equipped offices, offering comprehensive investment solutions and personalized financial guidance to their diverse clientele. While Addicus Advisory caters to a wide range of clients, both individual and corporate, they possess specialized expertise in managing employer funds. Although 401K and individual accounts make up less than 30% of their assets under management, the firm excels in discretionary management, overseeing a substantial 85% of the assets they handle. Addicus Advisory's compensation structure is designed to accommodate their clients' needs, offering various options including a percentage of assets under management and fixed fees. This flexible approach ensures that clients can choose the arrangement that best aligns with their financial goals and preferences. With a dedicated team of 31 employees, including seven experienced investment advisors, Addicus Advisory boasts an impressive average of approximately $18,790,000 in assets under management per advisor. The firm takes pride in their knowledgeable and committed staff, with some of the longest-serving advisors, such as Michael Berry, Stephen Miles, and Andrew Adams, contributing their expertise to the company's continued success. Addicus Advisory, LLC stands out as a reliable partner for individuals and businesses seeking comprehensive investment solutions and expert financial guidance in Tupelo, MS, and beyond.
Hardy Reed, Llc
Hardy Reed, Llc
Mississippi, Tupelo
Hardy Reed, LLC is a highly regarded local investment advisory firm, established in Tupelo, MS. With a strong presence in the industry, Hardy Reed operates from two offices and boasts a total of 15 skilled professionals, 10 of whom specialize in providing comprehensive investment advisory services. Renowned for their expertise and commitment, the firm has earned a stellar reputation. With an impressive average of $144,880,000 in assets under management per investment advisor, Hardy Reed surpasses the industry average, reflecting their exceptional ability to generate and maintain substantial wealth for their clients. Their compensation structure is flexible and diverse, encompassing various models such as a percentage of assets under management, hourly charges, and fixed fees. Notably, a remarkable 92% of the assets they manage are under discretionary management, highlighting the trust and confidence clients place in their expertise. Hardy Reed, LLC caters to a diverse range of clientele, proudly serving over 170 individual clients with assets under management totaling over $1,448,803,000. The firm's success can be attributed in part to the expertise and dedication of its longest tenured advisors, including Kenneth Mathis, Richard Hill, and George Reed, who have been instrumental in guiding clients toward their financial goals. Through their unwavering commitment to excellence, extensive knowledge of the industry, and personalized approach to wealth management, Hardy Reed, LLC continues to empower individuals and families to make informed investment decisions, secure their financial future, and achieve long-term success.