Oxford, MS Office

Barnes Pettey Financial Advisors, LLC provides discretionary and non‑discretionary investment management, personalized financial planning, and retirement‑plan consulting to individuals (including high net worth), families, trusts, estates, charitable organizations and business entities. The firm reports $1.31 billion in assets under management and delivers tailored planning and implementation services across a broad client base.

The firm emphasizes a client‑specific approach, building portfolios and financial plans based on each client’s objectives, risk tolerance, tax situation and liquidity needs, and using fundamental and technical analysis as well as both long‑ and short‑term strategies. Barnes Pettey’s investable universe includes mutual funds and ETFs, equities, corporate bonds, REITs, SMAs, private/alternative funds and structured notes, and the firm may select and monitor unaffiliated external managers for portions of client assets.

Barnes Pettey discloses an affiliation with the accounting firm DeVoe Carr, PLLC and may recommend that firm’s services to clients, a relationship noted in its Form ADV. The firm also serves a notably large number of client relationships relative to its advisor headcount (over 3,000 clients with eight advisors) and operates on the Raymond James custodial platform while disclosing that some representatives are licensed insurance agents who may receive commission‑based compensation.