Grantham Poole Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Grantham Poole Advisors, LLC provides financial planning, investment advisory, and portfolio management services to individuals, high‑net‑worth individuals, trusts, corporations, and charitable organizations. The firm’s two‑advisor team oversees roughly $89.6 million in client assets across about 36 client relationships and offers both discretionary management and non‑discretionary consulting alongside comprehensive financial plans.
The firm tailors advice to each client’s goals and circumstances, gathering brokerage statements and tax returns to produce customized retirement and financial plans. For implementation it typically favors mutual funds and ETFs and frequently recommends third‑party money managers for discretionary asset management while monitoring their performance and continuing to provide planning and advisory oversight.
A distinctive feature is the firm’s ownership and close affiliation with GranthamPoole, PLLC, a public accounting firm, and several principals hold CPA and CFP credentials; the brochure discloses the firm may recommend the affiliated accounting practice and describes the resulting conflict of interest. The firm also notes that its associated persons are licensed insurance agents and that it receives a portion of third‑party manager fees, disclosures the brochure highlights as potential conflicts for clients to consider.
Client services
Expertise
Fee options
Comprehensive financial plan fees typically range between $3,500-$4,500 fixed fee
$350 per hour, negotiable depending on client's circumstances
Main office
1062 Highland Colony Parkway, Suite 201
Ridgeland MS 39157
Advisors at this office
2
Most active in
Louisiana · Mississippi
Also doing business as
Grantham Poole Advisors · Grantham Poole Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Michael L
Series 65
Ridgeland, MS
Grantham Poole Advisors, LLC
Michael Langdon is a financial advisor at Grantham Poole Advisors, LLC with four years of industry experience. He holds a Series 65 designation and has worked at Grantham Poole Advisors, LLC since 2022. Prior to this, he was associated with Grantham Poole PLLC for nine years and has experience in the healthcare and automotive sectors. Grantham Poole Advisors, LLC provides financial planning, investment advisory, and portfolio management services to individuals, high-net-worth clients, trusts, corporations, and charitable organizations. The firm offers customized retirement and financial plans, with a focus on mutual funds, ETFs, and the use of third-party money managers for discretionary asset management.
Michael D
CFP®, Series 63, Series 65
Ridgeland, MS
Grantham Poole Advisors, LLC
Michael Denny is a CFP® with 23 years of industry experience, currently serving at Grantham Poole Advisors, LLC. He has been with the affiliated firm Grantham Poole, PLLC since 2001, where he also works as a staff accountant preparing income tax returns and assisting with financial, tax, and estate planning. Grantham Poole Advisors, LLC provides financial planning, investment advisory, and portfolio management services to individuals, high-net-worth clients, trusts, corporations, and charitable organizations. The firm offers tailored advice and comprehensive plans, utilizing mutual funds, ETFs, and third-party money managers while maintaining oversight of client portfolios.
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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)