Our Goal
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.
Our Advisors
Jonathan M. Davis
Jonathan is a second-generation financial advisor and is originally from Jackson, Mississippi. His passion for helping clients began years ago, continuing the ideals…
Scott T. Marshall
Scott is originally from West Point, MS. He is a graduate of the University of Mississippi where he received his Bachelors and Masters…
Brent L. Walker
Brent brings 20 years of experience in the financial industry to the Rivertree team. A native of Brandon, MS, Brent attended The University…
How We Help
Our clients are unique people with unique goals - we aim for unique solutions.
Retirement Planning
The sooner you plan for retirement, the more likely you’ll see all of your plans come to fruition.
Family Estate and Wealth Planning
You’ve invested well, planned for retirement, and enjoyed the fruits of your labors. What happens to your assets once the inevitable happens?
Investment Management
Our team has the knowledge, temperament, and resources to help our clients make wise investment decisions.
Tax Reduction Planning
With an experienced CPA on staff, we’re aware of all of the good careful tax planning can do.
Why Rivertree?
We are
Established
We are
Established
We have a proven process for navigating life events.
We are
Client-Focused
We are
Client-Focused
We leverage top-tier investment managers so we can focus on our clients.
We are
Understanding
We are
Understanding
We know the unique challenges facing young professionals and pre-retirees.
From the blog
Every Penny Is from Heaven
What do financial advisors, prosperity preachers, and Jesus all have in common?
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Welcome Phillip Holmes to the Rivertree Team
We would like to introduce Phillip Holmes as the newest member of the Rivertree team. Phillip officially joined us as an Associate Advisor and Creative Director in August 2016.
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For Lovers of Tapas, Tacos, and Coffee
In celebration of our new website launch, we’re hosting a giveaway. One grand prize winner will receive one $75 gift card to Babalus Tapas and Tacos and one $25 gift card to Cups Espresso Cafe.
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You Can Thrive Financially Without Credit Cards
Credit cards are not as essential as we think they are. There are safer and more efficient ways to build your credit score and establish a credit history.
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How to Change Your Financial Future
There are steps you can take that will change your financial future and better equip you to be a good steward of your resources.
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A Spa Treatment for Mother’s Day
We’re celebrating Mother’s Day by giving away a gift card to a local area spa. One grand prize winner will receive one $100 gift card to AQUA Day Spa.
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48-Hour Father’s Day Giveaway
We’re celebrating Father’s Day by giving away a $100 gift card. One grand prize winner will receive one $100 gift card to either Best Buy or Bass Pro Shop.
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Accepting the Good and the Bad Is a Part of Growing
The more we grow into living in the good and bad, the sooner we can accept and appreciate the hand of life we’ve been dealt.
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Giveaway: Sweet Relief to Jackson’s Summer Heat
Five grand prize winners will receive one $20 gift card to either Deep South Pops, a local favorite located in the Belhaven neighborhood.
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Three Ways Borrowing Money Was Bad For Me
I want to share three ways debt was bad for me and my family. I hope this will help you see the dangers and risks associated with borrowing money.
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