Plan for retirement. Prepare for your future.

A complimentary meeting to help you grow your money, protect your assets, and experience generous living.

Our Goal

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To help our clients grow, protect, and give money through sound
biblical financial planning.

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Grow

Comprehensive growth to help you reach your goals.

Shield

Protect

Personalized protection for everyone and everything you love.

money

Give

Compassionate giving to those in need and causes you care about.

Our Advisors

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AIF®

Jonathan M. Davis

Partner

He is a second-generation financial advisor and originally from Jackson. His passion for helping clients began years ago, continuing the ideals of honesty…

CPA, CFP®

Scott T. Marshall

Partner

Scott is originally from West Point, MS. He is a graduate of the University of Mississippi where he received his Bachelors and Masters…

AIF®

Brent L. Walker

Partner

Brent brings 20 years of experience in the financial industry to the Rivertree team.A native of Brandon, MS, Brent attended The University of…

How We Help

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Our clients are unique people with unique goals - we aim for unique solutions.

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Retirement Planning

The sooner you plan for retirement, the more likely you’ll see all of your plans come to fruition.

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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?

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Investment Management

Our team has the knowledge, temperament, and resources to help our clients make wise investment decisions.

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Tax Reduction Planning

With an experienced CPA on staff, we’re aware of all of the good careful tax planning can do.

Why Rivertree?

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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.

About Rivertree Financial Planning

Rivertree Financial Planning has become more than just a company, we are a family and a team of advocates all serving our clients through personalized financial planning.

We apply a holistic approach and pay maximum attention to each client’s unique needs and goals. Wether you are a young professional or a pre-retiree in the Greater Jackson area, we are here to provide expert guidance as you navigate life events.

From the blog

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Every Penny Is from Heaven

By Scott Marshall | December 21, 2016

What do financial advisors, prosperity preachers, and Jesus all have in common?

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Welcome Phillip Holmes to the Rivertree Team

By Scott Marshall | March 2, 2017

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

By Scott Marshall | March 2, 2017

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

By Brent Walker | March 16, 2017

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

By Jonathan Davis | May 3, 2017

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

By Scott Marshall | May 5, 2017

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

By Scott Marshall | June 14, 2017

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

By Scott Marshall | July 16, 2017

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

By Scott Marshall | July 17, 2017

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

By Phillip | August 31, 2017

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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How can we help?

We look forward to helping you accomplish your financial goals.