Find a Financial Professional
    in Mississippi

    3 vetted financial professionals are listed in Mississippi, including practices in Jackson. They specialize in areas such as Business Owners, Financial Planning and Investment Management. Compare credentials, fees, and minimums, then request an introduction free.

    Brad Fair

    Brad Fair

    Financial Planner

    Continuum Planning Partners

    Knowledge is the key to a successful financial future. My background, experience, and commitment to providing you with the resources you need to make financial decisions can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs.

    Mississippi
    Fiduciary$1
    Financial PlanningInvestment ManagementEstate/Trust Planning+4
    Josh Norris

    Josh Norris

    LeFleur Financial

    LeFleur Financial Wealth Management, LLC provides asset management and financial planning services to small business owners, retirees, and high earners. We are a fee-only advisory firm that acts as a fiduciary in dealing with clients, meaning their needs come first. We focus on long-term wealth accumulation and keep our clients accountable to a corresponding long-term investment strategy.

    Jackson, Mississippi
    FiduciaryCFACFPCPAAssets Under ManagementNo minimum
    Business OwnersTax Planning
    Jason Branning

    Jason Branning

    Branning Wealth Management

    Dedicated portfolios, retirement income planning, investment management. Jason is a CERTIFIED FINANCIAL PLANNERTM practitioner and Retirement Income Certified Professional® specializing in retirement planning at BWM, LLC. His articles have been published in the Journal of Financial Planning. He currently serves as a Peer Reviewer for the Journal of Financial Planning. In 2014, Jason was appointed by the Governor to serve on the College Savings Mississippi Board, where he served as Investment Committee Chair.

    Jackson, Mississippi
    FiduciaryCFPRICPAssets Under ManagementNo minimum
    Business Owners

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