About

What we believe is who we are.
Here’s the story of our founder.

Jim Rasberry believes you shouldn’t need to know fancy financial jargon in order to manage your money. Knowing the difference between index funds and mutual funds — that’s his job, not yours. He wants his clients to know they’re in good hands when they come to his office. He’ll help them through the process of managing money step by step, and when they leave, they’ll know he put them first, because he’s an independent wealth manager and a fiduciary.

In addition to holding his Series 6, 7, 63, 66 securities registrations and various state insurance licenses, Jim Rasberry was named a "Leader in Finance" by the Mississippi Business Journal. He’s proud to be located in South Mississippi, and while his firm may be closer to Main Street than Wall Street, his advisors offer the tools to help provide you with a financial strategy that is understandable, transparent, performance-focused and built to weather financial storms that might arise.