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

Reasons to Stay Invested and Reasons to Adjust

Reasons to Stay Invested and Reasons to Adjust

How can the stock market be back up given the horrible news of COVID-19 and discouraging economic reports such as unemployment numbers? The stock market and economy are not the same. Yes, there is some correlation between the two. However, the stock market is a leading economic indicator.

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We Are Listening, and We Care

We Are Listening, and We Care

I am writing this morning with some fear and trepidation. That’s me being honest. “Will I say the wrong thing? Will I offend or hurt someone I care about? Will I not say enough? Will I say too much? Will I lose a client by speaking to things non-financial or even...

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