A complete list of active advisors currently associated with Magnolia Financial Planning Services, Inc.

Warmer can help you find a great advisor at Magnolia Financial Planning Services, Inc. or one who fits your needs even better.

Magnolia Financial Planning Services is a comprehensive financial planning and discretionary portfolio management firm that serves individuals (including high-net-worth clients), trusts, and company retirement plans. The firm reports approximately $225.7 million in discretionary assets under management across about 276 clients and generally requires a $250,000 minimum for advisory relationships. The firm provides written, personalized financial plans covering retirement, investment, tax, insurance, and estate matters after detailed fact-finding, with annual written updates and ongoing account monitoring, monthly reporting, and 24/7 online access. Investment management emphasizes risk control and valuation-driven decisions—seeking to buy when securities appear underpriced and sell when they appear overpriced—while recognizing the risk of loss inherent in securities investing. Distinctive aspects include that the firm sponsors and manages a private pooled investment vehicle (the Veridos Income Stability Fund) and may receive management and performance-based fees through that vehicle, with related fund administration and audits handled by third parties and limited custody associated with the fund. The firm’s brochure also discloses affiliations with outside accounting, insurance, and mortgage activities, noting potential conflicts of interest from commissionable products and accounting services while stating clients are not required to use affiliated providers.

To learn more about the advisors currently working at Magnolia Financial Planning Services, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.