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
Very recently a couple of us from the office attended a retirement income planning seminar. The seminar was titled, “Don’t Live a Just in Case Retirement.” The presenter was Tom Hegna, an internationally renowned expert on retirement planning. The seminar concepts...read more
“A Hare was making fun of the Tortoise one day for being slow. ‘Do you ever get anywhere?’ he asked with a mocking laugh. ‘Yes,’ replied the Tortoise, ‘and I get there sooner than you think. I’ll run you a race and prove it.’” So the story of "The Hare and the...read more