Top financial advisors in Oxford, 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.
When you're navigating financial decisions in Oxford, MS, having an advisor who understands local market nuances can make a big difference. Without this insight, you might miss opportunities or face unexpected challenges that generic advice overlooks.
- Local market knowledge. Confirm how familiar they are with Oxford's economic landscape and regional investment opportunities.
- Fee structure clarity. Ask if they offer flat-fee arrangements, which can simplify budgeting for advisory services.
- Experience level. Inquire about their years of practice to gauge how seasoned they are in handling diverse financial situations.
- Certification credentials. Check if they hold CFP® certification, indicating formal training in comprehensive financial planning.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
-
Jonathan R
Series 66
Oxford, MS
Raymond James & Associates
Jonathan Randolph offers financial planning and wealth management services in Oxford, MS, backed by three years of industry experience and a Series 66 designation. Operating within the large firm Raymond James & Associates, he provides flat-fee arrangements and serves a diverse client base, including individuals and corporate entities, which may appeal to clients seeking transparent fees and broad expertise.
Experience: 3 years
Avg account: $788,879
-
David B
Series 63, Series 65
Oxford, MS
Advisor Resource Council
David Bennett's 23 years of experience and Series 63 and 65 licenses equip him to navigate Oxford's financial landscape effectively, especially with specialties in options strategies and college savings plans. His firm offers flat-fee financial planning ranging from $50 to $15,000, combining AI tools with fundamental analysis, which distinguishes him from others by blending technology with active portfolio management.
Experience: 24 years
Avg account: $285,563
-
Heath H
Series 66
Oxford, MS
Eagle Strategies (NY Life)
Heath Houston's 18 years of experience and Series 66 designation equip him to address retirement income strategies and business owner retirement plans in Oxford, MS. Affiliated with Eagle Strategies, a large firm managing over $25 billion, he offers flexible fee structures including tiered AUM fees and hourly rates, distinguishing him with diverse planning options and a strong local presence.
Experience: 19 years
Avg account: $235,446
-
James G
CFP®, Series 66
Oxford, MS
Edward Jones
James Gunn's 25 years of experience and CFP® certification equip him to navigate Oxford's financial landscape effectively, especially in wealth management and multi-generational wealth transfer. Affiliated with Edward Jones, a large firm offering diverse investment strategies and a nationwide advisor network, he provides access to both discretionary and non-discretionary programs with a clear fee structure up to 1.35% annually.
Experience: 25 years
Avg account: $246,728
-
Thomas C
Series 63, Series 66
Oxford, MS
Cetera
Thomas Chandler Jr. offers expertise in wealth management and retirement plans tailored for business owners in Oxford, MS, supported by nine years of industry experience and Series 63 and 66 credentials. Operating within Cetera, a large firm known for diverse client services and flexible flat-fee financial planning, he stands out by combining local insight with customizable fee arrangements and a focus on high earners approaching retirement.
Experience: 9 years
Avg account: $306,089
Want help finding the right advisor?
Answer a few questions to see advisors matched to you.
Specialized advisors
People also searched
Popular in Oxford, MS
Find advisors by type
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")