Our goal is to help our clients grow, protect, and give money through sound biblical financial planning.
Comprehensive growth to help you reach your goals.
Personalized protection for everyone and everything you love.
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.
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.
We’re more than financial planners. We’re fathers, husbands, leaders in the communities and in our churches.
These are Christian men who really care about people, who love what they do, and feel that it’s a calling.
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.
The Latest from the Blog
You may have noticed (or not) that we took a two-month sabbatical from the Rivertree blog. We take advantage of the holiday season to plan, regroup and recharge for the new year. We are excited about 2019 and hope you are as well. On a personal note, I am doing...read more
I’m doubting the title of this blog already. Is it correct to even say, “Balancing contentment, gratitude and responsibility”? I honestly don’t know, but hopefully by the end you’ll get what I’m saying. There’s a story about one of the richest men to ever live. He was...read more