Top financial advisors in Starkville, 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 financial advisor in Starkville, MS when you're navigating complex financial decisions like retirement planning or managing investments amid changing tax laws. A common pitfall is working with an advisor who overlooks how local and state tax reforms could impact your long-term financial goals.
- Local tax insight. Confirm how they incorporate Mississippi's gradual income tax reductions into your planning.
- Experience depth. Look for advisors who balance investment growth with tax efficiency over many years.
- Fee structure clarity. Understand whether their fees align with your financial situation and goals.
- Firm size impact. Consider how working with advisors from large firms versus independent ones might affect the services you receive.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Lynn P
CFP®, Series 63
Starkville, MS
Phillips Wealth Planners LLC
Lynn Phillips Gaines offers extensive expertise in wealth management and retirement plans for business owners, making her well-suited for clients in Starkville, MS navigating complex financial decisions. Her independent firm provides discretionary wealth management with a long-term investment approach, and she offers flexible fee structures including flat fees and hourly rates, distinguishing her from advisors tied to larger firms or standard AUM fees.
Experience: 44 years
Avg account: $1,053,743
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Lawrence M
Series 63, Series 65
Starkville, MS
LPL Financial
Lawrence Mullins offers extensive expertise in wealth management and retirement plans for business owners, supported by 39 years of experience and a focus on tax-loss harvesting, which is valuable for navigating Mississippi's tax landscape. Affiliated with LPL Financial, a large firm, he provides flat-fee financial planning and serves diverse clients, distinguishing him from advisors with different fee structures or firm sizes in Starkville.
Experience: 40 years
Avg account: $399,489
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Carrie Beth R
CFP®, Series 66
Starkville, MS
Ameriprise
Carrie Beth Randall specializes in retirement income strategy and Social Security optimization, making her well-suited for clients approaching retirement in Starkville, MS. With 22 years of experience at Ameriprise, a large firm offering comprehensive advisory and insurance solutions, she combines tax-efficiency analysis with a modest 0.15% AUM fee, distinguishing her from advisors at smaller firms or with less extensive retirement planning focus.
Experience: 22 years
Avg account: $471,167
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Douglas D
Series 63, Series 65
Starkville, MS
Wells Fargo Advisors
Douglas Davis offers extensive expertise in financial planning with 38 years of experience and holds Series 63 and 65 licenses, making him well-equipped to navigate Starkville's evolving tax landscape. Affiliated with Wells Fargo Advisors, a large firm serving high-net-worth clients, he combines broad planning options with a seasoned approach, distinguishing him from advisors at smaller firms or with less experience.
Experience: 38 years
Avg account: $514,335
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Katrina Y
Series 66, Series 63
Starkville, MS
Empower Advisory Group
Katrina Yarbrough offers retirement planning and income strategy expertise in Starkville, MS, with 12 years of experience and Series 63 and 66 licenses. She works at Empower Advisory Group, a large firm providing integrated financial planning and investment management, with flat-fee and monthly subscription options, which may suit clients seeking transparent fees and employer-sponsored retirement plan services.
Experience: 12 years
Avg account: $565,063
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