Top financial advisors in Vicksburg, 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 Vicksburg, 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 changes could impact your long-term financial goals.
- Local tax insight. Confirm how they incorporate Mississippi's evolving income tax rates into your financial plan.
- Retirement income sequencing. Ask how they plan withdrawals to minimize taxes and sustain your income.
- Investment alignment. Ensure they tailor strategies to your risk tolerance and time horizon, not just generic models.
- Experience with local regulations. Check their familiarity with state-specific rules that affect estate and tax planning.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Daniel D
Series 66
Vicksburg, MS
Edward Jones
Daniel Daily offers wealth management services in Vicksburg, MS, with expertise in tax-loss harvesting and multi-generational wealth transfer, which can help navigate local tax changes and estate planning. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, he provides access to extensive resources and a broad range of investment solutions, supported by a fee structure up to 1.35% annually.
Experience: 0 years
Avg account: $246,728
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Francis B
Series 63, Series 65
Vicksburg, MS
Raymond James Financial
Francis Biedenharn's 42 years of experience and Series 63 and 65 licenses equip him to navigate retirement planning and local tax implications in Vicksburg, MS. Affiliated with Raymond James Financial, a large firm offering flat-fee and hourly consulting, he serves diverse clients including high-net-worth individuals and pension plans, emphasizing tailored strategies through risk profiling and asset allocation analysis.
Experience: 42 years
Avg account: $700,796
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Huiming S
CFA®, Series 65
Clinton, MS
Wealth Management, LLC
Huiming Sun, based in Clinton, MS, offers expertise in tax-loss harvesting and general tax planning, which is valuable for navigating Mississippi's evolving tax landscape. With 10 years of experience and a CFA® designation, Sun provides flat-fee, independent advisory services focused on client-specific investment policies and both active and passive portfolio management, distinguishing this approach from others in the region.
Experience: 10 years
Avg account: $762,400
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Brian W
Series 66
Vicksburg, MS
Cetera
Brian West brings 20 years of experience and a Series 66 designation to clients in Vicksburg, MS, focusing on wealth management, tax-loss harvesting, and retirement plans for business owners. His affiliation with Cetera, a large firm serving diverse clients with a mix of advisor-managed accounts and model portfolios, offers flat-fee and hourly consulting options, distinguishing him from advisors with more traditional fee structures.
Experience: 21 years
Avg account: $306,089
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Matthew B
CFP®, Series 63
Clinton, MS
Mascagni Wealth Management, Inc.
Matthew Brown's extensive 29-year experience and CFP® certification equip him to address retirement income strategies effectively, a key concern for clients in Vicksburg, MS. His firm, Mascagni Wealth Management, serves a diverse clientele including high net worth individuals and trusts, using both fundamental and technical analysis, with a fee of approximately $250 per hour for planning services, distinguishing him from advisors with different fee structures or investment approaches.
Experience: 29 years
Avg account: $576,371
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