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 heard a similar story before: “Our parents had a lot of assets and resources before they died. We knew they had money – we just did not know how much. And they would not talk about it. We assumed (and certainly hoped) they had a plan in place to...
We are approximately two months away now from casting our Presidential ballots. And like all election years, fear can reign regardless of which candidate you support. Emotions run high. Feelings can be hurt. And you are forced as an investor to make decisions in regards to your portfolio.