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Fairley Wealth Management
“He can do so much more with your investments than a captive agent!”
Best Financial Advisors near Southaven, MS
We have 2 firms in Southaven on file, and both are on this list, along with 22 from towns including Memphis, TN (15, 11 mi), Germantown, TN (4, 14 mi) and Cordova, TN (2, 16 mi).
3 open weekends · 20 rated 4.5+ · 1 shows a license
Data verified October 18, 2026
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Primerica - I.c.e Hierarchy
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Wells & Wilson Financial
- Tax Preparer
- Team
- Preparing
“I live in Nashville, and the company is in Memphis, but the distance means absolutely nothing when it comes getting you what you deserve back from your taxes.”
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McAdams Group
- Understand
- Estate Planning
- Mind
“He answered all of my questions intelligibly and allotted me whatever time was necessary to make sure I had a clear and comfortable understanding of the information provided.”
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Williams, Pitts & Beard CPA
- Company
- Partnership
- Knowledge
“We've worked with WPB for our audit and tax needs for the 4 years that I've been involved and found both services not only practical but professional as well.”
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Radian Partners
“Very relaxed but very much so about business 👍👍 …”
The 24 firms listed for Southaven, MS provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Southaven, MS
23 of the 24 firms on this page have a rating, from 4.0 to 5.0 across 505 reviews; 2 have 50 or more reviews and 20 are rated 4.5 or higher. The topics that come up most in reviews of the firms on this page are "knowledge" and "trust". 3 are open on Saturdays. The services the firms on this page list most often on their websites are financial planning (4), articles (2), business owners (2), estate planning (2) and investment management (2). 1 shows a license on its website and 11 have a BBB rating of A or A+. Domain records put 18 websites of the firms on this page at ten or more years old; the oldest dates from 1996. 3 offer a free initial consultation and 1 lists coupons or special offers. We have a website on file for all 24 of the firms on this page; 23 publish a contact page; 19 list a public email and 2 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Why are financial advisers outside Southaven listed here?
2 of the 24 firms are located in Southaven. The others come from other towns within 20 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
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Bluff City Advisory Group
“As a relatively young person well versed in financials I thought I knew a lot, I was concerned about paying someone to help me manage it and the value that I would get for that.”
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Carty & Company
“Strong ethics!”
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Swain Wealth Partners
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Financial Consulting Group
- Managers
- Needs
- Wealth
“I've spoken with many financial advisors and investment people over the years at church, social functions, and just living life, but finding a person (and a team) who can effectively manage, coach, and educate about this rather personal area of life...”
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Fish + Associates
“You can tell how much they care about their work and their customers by taking one look around the place.”
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Brandon Financial Planning
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Trinity Capital Management
“The team at Trinity are knowledgeable regarding financial strategies that you should consider to meet your financial goals.”
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Midsouth Accounting and Tax
“Could not ask for a better accounting firm, highly recommend!”
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Summit Asset Management
“Summit's history runs deep with high value principles & investment philosophies.”
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Americas Retirement Time Radio
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Lancaster Financial Services
“Plane down to earth good people.”
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The Advisor Group
- Insurance
- Question
- Trust
“I needed to set up a trust with my new husband to make things easier for our mix of adult + teenage children in the case that something were to happen to either of us.”
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Shoemaker Financial
- Advisor
- Health
- Future
“View of both now and what they want in the future, utilize the resources of our onsite departments, and custom build a plan to give each client peace of mind knowing that they will be ok.”
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Memphis Planning and Wealth
“Josh and his team are surrounded by a network of professionals - he has already introduced me to someone who can be an integral part of my business network.”
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Delta Asset Management
“They are very friendly, knowledgeable and easy to work with.”
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J&J Financial Solutions
“The team is very passionate , and patient about getting things done and in order most importantly the correct way.”
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William Howard & Co
“They are not flashy, but use thoughtful time-tested financial investment principles to achieve their targeted outcome.”
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Hal Otey Financial
“Hal, Richard and Somer are an awesome team - the best in the business!”
Retirement Planning and Investment Management Services in Southaven, MS Cost Estimates
Minimum cost
$1053
Maximum cost
$8947
National Average
$3158
Avg Per Hour Rates
$316
$2106
$5790
Average price range is based on 341 cost profiles
Why these companies made our list
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