Plan For Retirement. Prepare For Your Future.

A complimentary meeting to help you grow your money, protect your assets, and be more generous.
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Our goal is to help our clients grow, protect, and give money through sound biblical financial planning.

Grow

Comprehensive growth to help you reach your goals.

Protect

Personalized protection for everyone and everything you love.

Give

Compassionate giving to those in need and causes you care about.

We all have to make a living. But what’s more important to us is that our clients feel heard and are confident that we’re going to take care of them.

Scott Marshall
Founder and Partner
Quotas are irrelevant at Rivertree. At the end of the day, our number one focus is making wise decisions that will benefit our clients.

Jonathan Davis
Partner
We’re more than financial planners. We’re fathers, husbands, leaders in the communities and in our churches.

Brent Walker
Financial Advisor
These are Christian men who really care about people, who love what they do, and feel that it’s a calling.

Amy Jones
Client Service Specialist

Rivertree Financial Planning is one of Mississippi’s best kept secrets. You’d be hard-pressed to find people in our industry with their integrity, knowledge, and professionalism. It’s an absolute honor to work for this company.

Phillip Holmes
Marketing Consultant

The Latest from the Blog

A Wake-Up Call

It’s that time of year for many of us – kids back to school, a new routine established, and a list of to-do’s. I’m a big fan of the change of seasons (but a change in plans, now that’s another story!) I love that there are biblical writings about different seasons of...

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