Top wealth management financial advisors 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.

You might seek a wealth management advisor when you want to coordinate your investments, taxes, and spending to support your lifestyle and goals over time. Without focused expertise, it's easy to overlook how your financial decisions interact, leading to missed opportunities or unexpected risks.

  • Holistic financial view. Look for advisors who consider your entire financial picture, not just isolated accounts or investments.
  • Tax-aware planning. Confirm how they integrate current and anticipated tax changes into your wealth strategy.
  • Cash flow alignment. Ask how they balance your income needs with preserving and growing your assets.
  • Risk management approach. Understand how they identify and address risks that could impact your long-term wealth.

Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.

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Brian L

Series 63, Series 66

Corinth, MS

Langley Wealth Management, LLC

Brian Langley is an investment advisor with Langley Wealth Management, LLC in Corinth, MS, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His prior roles include positions at Allen C. Ewing & Co., American Wealth Management, Inc., and Hayden Royal, LLC. Outside of advisory work, he is involved in agricultural ventures as a limited partner in farming and cattle operations and is an organizer of an Arkansas land leasing company. Langley Wealth Management is an SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, and estates with wealth management, discretionary portfolio management, and financial planning. The firm manages approximately $297 million in assets using ETFs, mutual funds, stocks, bonds, covered options, and limited partnerships, combining fundamental and technical analysis within a primarily long-term investment approach.

Wealth management College savings (529s, UTMA, etc.) Charitable giving & philanthropy

Eric R

CFP®, Series 63, Series 66

Corinth, MS

Edward Jones

Eric Rutledge is a CFP® with over 20 years of experience in financial advising. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various household types, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large nationwide network of advisors and offers a range of advisory programs and investment strategies under a fiduciary standard.

Retirement income strategy Retirement withdrawal strategies Wealth management Business ownership considerations Business exit / sale strategy Military & Veterans Founder/Business Owner
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Timothy C

ChFC®, Series 63

Corinth, MS

Nfsg Corporation

Timothy Campbell is a financial advisor at NFSG Corporation with 25 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior work includes roles at Newbridge Securities Corporation, Newbridge Financial Services Group, MML Investors Services, and Mass Mutual Life Insurance Company. He is also a sales agent with Campbell & Associates, focusing on life and health insurance. NFSG Corporation is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm offers discretionary and non-discretionary asset management, third-party manager selection, and financial planning, tailoring portfolios using a combination of fundamental, technical, and cyclical analysis with both long- and short-term strategies.

Wealth management
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Charles C

Series 63, Series 66

Corinth, MS

Cetera

Charles Counce Jr. is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He has been with Cetera and affiliated entities since 2013. Counce serves as a board member for the Tennessee Valley Regional Housing Authority, which provides oversight and advisory support to the executive director of the regional governmental housing program. Cetera Investment Advisers LLC operates a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management, financial planning, and retirement services, managing over $256 billion in assets through more than 10,000 advisors.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Kimberly W

Series 63, Series 66

Guys, TN

Voya financial Advisors, Inc.

Kimberly Weston is a financial advisor at Voya Financial Advisors, Inc. with 13 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Transamerica Investors Securities Corporation, Transamerica Retirement Solutions, Fidelity Brokerage Services LLC, The Prudential Insurance Company of America, and Pruco Securities LLC. Voya Financial Advisors, Inc. serves a diversified client base including individual and institutional investors, offering financial planning, portfolio management, wrap programs, third-party money manager access, and plan-sponsor consulting. The firm provides advice primarily through non-discretionary arrangements and operates as both an SEC-registered investment adviser and a broker-dealer.

Retirement income strategy General retirement planning Business ownership considerations Founder/Business Owner Executive
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Jared F

Series 65

Huntington Beach, CA

Northwest Asset Management

Jared Fruth is a financial advisor at Northwest Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., Oppenheimer Funds, and John Paul Mitchell Systems. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized, fiduciary approach using Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

Retirement income strategy Wealth management Active portfolio management Founder/Business Owner
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Elizabeth B

Series 66

New York, NY

J.P. Morgan Securities

Elizabeth Brown is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY, where she has worked since 2012. She has 26 years of industry experience. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Wealth management Executive Founder/Business Owner
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David H

Series 65

Irvine, CA

Martin Wealth Management, LLC

David Hart is a financial advisor with Martin Wealth Management, LLC in Irvine, CA. He holds a Series 65 credential and has 15 years of industry experience. Hart previously worked with Safeguard Investment Advisory Group and LifePro Asset Management. He is also a Certified Financial Fiduciary and volunteers as an instructor with the Foundation for Fiduciary Education, providing unbiased fiduciary financial education to the public. Martin Wealth Management offers investment advisory services primarily to individuals and high-net-worth clients by co-advising and directing accounts to a third-party money manager, Matson Money. The firm focuses on client onboarding, documentation, and ongoing review of third-party manager accounts rather than direct asset management.

Medicare planning Annuities
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Hassan A

Series 65, Series 63

Rockville, MD

LPL Financial

Hassan Al Kadhimi is a financial advisor at LPL Financial with two years of industry experience. His work history includes roles at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A. He is registered with Series 65 and Series 63 licenses. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services through a national network of investment adviser representatives.

College savings (529s, UTMA, etc.)
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Amanda S

Series 66

Ft. Wayne, IN

Raymond James & Associates

Amanda Scheele is a financial advisor at Raymond James & Associates with 15 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she is involved with Lucky Duck, a venture she has been part of since 2025. Raymond James & Associates, Inc. is a large registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive

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