A complete list of active advisors currently associated with Three Magnolias Financial Advisors

Warmer can help you find a great advisor at Three Magnolias Financial Advisors or one who fits your needs even better.

Three Magnolias serves individuals (including high‑net‑worth clients), pension and profit‑sharing plans, corporations, trusts, estates and charitable organizations, providing financial planning, ongoing portfolio management and project‑based consulting. The firm manages approximately $487 million for roughly 600 clients and typically charges percentage‑of‑assets fees for advisory services while offering hourly financial planning engagements. At the outset of each relationship Three Magnolias develops a Financial Profile and a tailored Investment Plan and implements that plan on a discretionary or non‑discretionary basis, investing primarily in mutual funds, ETFs, annuities, REITs, individual equities and fixed income. The firm uses both long‑ and short‑term strategies as appropriate and, in some client accounts, appoints registered sub‑advisers to manage portions of assets while retaining supervisory responsibility. Three Magnolias’ structure includes features that distinguish it from many peers: several advisory personnel are also registered representatives of a broker‑dealer and are licensed to sell insurance products, and the firm participates in custodial and institutional programs that provide research, technology and business support—arrangements the firm discloses as potential conflicts of interest. Operational practices the firm calls out as less common include limited custody via standing letters of authorization, a policy of not voting client proxies, and the documented use of third‑party service providers that employ artificial intelligence and machine learning with periodic due diligence to manage related risks.

To learn more about the advisors currently working at Three Magnolias Financial Advisors, 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.