Top financial advisors working with founders and business owners in Corinth, MS
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you recently started or acquired a business, you need an advisor who understands the unique cash flow and growth challenges founders face. Without this insight, you might miss key opportunities to balance reinvestment with personal financial goals.
- Business cash flow insight. Look for advisors who analyze your company's income cycles to align your personal finances with business realities.
- Tax planning awareness. Mississippi's gradual income tax reductions affect your business and personal tax strategies; ask how they incorporate this into your plan.
- Exit strategy integration. Confirm they help you plan for business sale or succession alongside your retirement and estate goals.
- Risk management focus. Founders face unique risks; ensure they address insurance and liability tailored to your business structure.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Margaret C
Series 63, Series 66
Selmer, TN
LPL Financial
Margaret Collins brings 26 years of experience advising founders and business owners, with expertise in retirement plans like SEP and solo 401(k), tax-loss harvesting, and college savings strategies. Operating from Selmer, TN, she offers flat-fee financial planning through LPL Financial, a large firm known for diverse investment approaches and in-house research, distinguishing her from advisors with smaller practices or different fee structures.
Experience: 26 years
Avg account: $399,489
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Eric R
CFP®, Series 63, Series 66
Corinth, MS
Edward Jones
Eric Rutledge brings over 20 years of experience and CFP® certification to support founders and business owners in Corinth, MS, focusing on retirement income strategy and business ownership considerations. Affiliated with Edward Jones, a large full-service wealth management firm managing over $1 trillion in assets, he offers a comprehensive approach with an annual program fee up to 1.35%, distinguishing him through extensive resources and a fiduciary standard.
Experience: 20 years
Avg account: $246,728
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Cosmin M
Series 63, Series 65
Savannah, TN
OSAIC Institutions, INC.
Cosmin Majors brings 18 years of experience and specializes in working with founders and business owners, offering expertise in annuities and tax-loss harvesting. Operating from a large firm, OSAIC Institutions, INC., he provides flexible fee structures including flat fees and negotiable advisory fees, which may suit founders seeking tailored financial planning. His background as a part-owner of small businesses adds practical insight into the challenges entrepreneurs face.
Experience: 18 years
Avg account: $308,738
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Charles C
Series 63, Series 66
Corinth, MS
Cetera
Charles Counce Jr. in Corinth, MS, brings 26 years of experience and specializes in retirement plans for business owners, tax-loss harvesting, and charitable giving, making him well-suited for founders balancing personal and business financial goals. Affiliated with Cetera, a large firm offering flat-fee planning and diverse portfolio management, he serves high earners and executives, providing seasoned guidance distinct from smaller or less specialized advisors.
Experience: 27 years
Avg account: $306,089
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