Find Help · Mississippi
Verified financial advisors in
Mississippi.
Financial Advisors serving Mississippi. Before a listing appears here, we check the provider's phone, business address, and working website against the provider's own site, and MORTL writes the standard listing description from it. Sponsored Pro and Premium cards may include a provider-written bio.
Provider listings aren’t recommendations, endorsements, guarantees, or referrals. We don’t verify licenses, disciplinary history, availability, or quality. Check those directly before hiring.
What Mississippi law says before a provider can do anything
Ask a funeral home about these before you sign. They set what has to happen, and when, no matter who you hire.
Verified in Mississippi so far: 20 financial advisors, 4 hospice & palliative care, 4 funeral homes, 2 grief counselors, 1 estate attorney.
Every figure here comes from MORTL's Mississippi guide, which cites the statute or the state agency behind it. Read the Mississippi guide for the rest of it: the cremation and burial rules in full, probate and the small-estate threshold, who inherits when there's no will, advance directives, and the estate tax.
If someone has already died, what to do first in Mississippi is the order to work in. It's free and it always will be.
Argent Wealth, LLC
Mississippi financial advisory firm offering financial planning, asset management, corporate retirement plans, and trust administration services in the Ridgeland area.
Barnes Pettey Financial Advisors, LLC
Mississippi financial advisor offering corporate retirement plan consulting, estate and charitable giving planning, financial planning, portfolio management, and retirement planning, including services for families, retirees, and endowments and foundations, in the Clarksdale area.
Davenport Watts & Drake Investment Advisors, LLC
Mississippi financial advisor firm offering asset management, retirement plans, and financial planning services in the Ridgeland area.
Easley Investment Consultants, Inc.
Mississippi financial advisor offering investment consulting and advisory services in the Ridgeland area.
Element Wealth, LLC
Mississippi financial advisory firm offering retirement planning, financial planning, and legacy planning services in the Ridgeland area.
Hardy Reed, LLC
Mississippi financial advisor offering individual financial planning, foundation and endowment consulting, retirement plan services, and fiduciary consulting, including CEFEX® certified investment guidance, in the Tupelo area.
Inman Jager Wealth Management, LLC
Mississippi financial advisor offering financial planning, retirement planning, portfolio management, estate and charitable giving, business planning, and risk management services, including banking and lending solutions, in the Hattiesburg area.
Langley Wealth Management, LLC
Mississippi financial advisory firm offering retirement, investment, estate, insurance, tax, and lifestyle planning resources in the Corinth area.
Lee-Way Financial Services, Inc
Mississippi investment management firm offering separately managed portfolios for publicly traded securities in the Hattiesburg area.
Mag Cap
Mississippi financial advisory firm offering financial planning and employer sponsored retirement plan services, including 401k plan advising for corporate sponsors, in the Ridgeland area.
Mascagni Wealth Management, Inc.
Mississippi financial advisor offering retirement planning, investment management, wealth management, and life transition support in the Clinton area.
Mcallister Capital Management
Mississippi investment advisor offering investment management, retirement planning, and comprehensive financial consulting services in the Jackson area.
New Perspectives, Inc.
Mississippi financial advisor offering investment portfolio management, tax and estate coordination, and financial planning services, including fee-only fiduciary advice, in the Ridgeland area.
Optimum Financial Services, LLC
Mississippi financial advisory firm offering financial guidance, retirement and investment planning, tax planning, and insurance planning in the Jackson area.
Peregrine Investment Advisors, LLC
Mississippi investment advisory firm offering discretionary asset management, portfolio allocation across equity and fixed income investments, and fee-only advisory services for individuals, trusts, estates, businesses, and charitable organizations in the Madison area.
Phillips Wealth Planners LLC
Mississippi financial advisory firm offering wealth management, financial planning, and investment advisory services in the Starkville area.
Renaissance Advisors
Mississippi financial advisory firm offering investment management, retirement planning, 401(k) plan management, and tax planning strategies, including business sale tax planning and Social Security income guidance, in the Ridgeland area.
Resolute Wealth Strategies, LLC
Mississippi financial advisor offering wealth strategies for individuals and institutions in the Jackson area.
Simplified Wealth Management
Mississippi financial advisory firm offering financial planning, investment management, and retirement planning services in the Hattiesburg area.
Trueline Wealth Group, LLC
Mississippi financial advisor offering comprehensive financial planning, wealth management, corporate retirement plans, cash flow planning, and retirement planning, including fee-only fiduciary advice, in the Hattiesburg area.
About This Directory
How provider listings work.
Providers come from public sources and provider submissions. Before a listing goes live, MORTL checks the provider's phone, business address, and working website. MORTL writes standard listing descriptions from that site. Sponsored Pro and Premium cards may include a provider-written bio. A provider without a working website isn’t listed.
A listing isn’t a recommendation, endorsement, guarantee, or referral.
MORTL checks a license only for estate attorneys: a lawyer the firm names has to show as active on the state’s official lawyer lookup before the listing goes up. MORTL doesn’t verify any provider’s disciplinary history, availability, or quality of service. Provider information can change after a listing is added.
Before hiring any provider, check their license with the state licensing board or professional authority, get pricing in writing, and confirm availability directly.
Know Someone Good?
Suggest a provider.
Worked with a funeral home, grief counselor, hospice, financial advisor, or death doula worth finding? Tell us who they are. It takes a minute and it's free.
Every suggestion gets the same check as the rest of the directory: we confirm the provider's phone and address against their own website before anything is listed.
Death doulas aren’t in the directory because no verifiable registry exists to check them against. You can still suggest one; submissions stay open.
For Providers
Get listed. Free.
MORTL readers are planning ahead: people getting their wills, directives, and funeral wishes in order before a crisis. Listing here puts you in front of them before they need you.
A standard listing in the MORTL directory costs nothing, now or later. We list funeral directors, grief counselors, financial advisors, and hospice providers. Founding providers get in before the category fills up.
Death doulas can apply, but don’t appear in the directory yet: no verifiable registry exists to check a doula listing against.
A listing in the MORTL directory isn’t a recommendation, endorsement, guarantee, or referral. Before hiring any provider, verify credentials directly with the appropriate state licensing board.
Want paid placement? A standard listing stays free. Approved Featured plans add labeled sponsored placement and tier-specific card features. Compare Featured plans →
Don't see your state?
We're adding providers every week. Suggest a provider you've worked with, or sign up to be notified when your state goes live.
Financial Advisors by state
Every state has its own financial advisors page, and every listing is checked against the provider's own website before it appears.
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Provider Directory Disclosure: A listing in the MORTL directory isn’t a recommendation, endorsement, guarantee, or referral. Before listing, MORTL checks each provider's phone, business address, and working website. MORTL writes standard descriptions from that site; sponsored Pro and Premium cards may include a provider-written bio. MORTL doesn’t verify every license, disciplinary history, availability, or quality. Check credentials directly before hiring. Read our Provider Review Policy →