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

Of All Things Cryptocurrency… and Not

Of All Things Cryptocurrency… and Not

Unless you have been hiding in a cave (or quarantining to the most extreme levels), you have heard about some form of cryptocurrency. Bitcoin would be the largest and most popular name you might have heard. And you might be surprised to learn that there are currently over 6,000 forms of cryptocurrency!

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Navigating Life Events with Guidance

Navigating Life Events with Guidance

We have all seen timelines or charts which show a steady, linear progression. This could be an average rate of return on your retirement account with a nice ending balance. Maybe it is a life progression timeline showing graduation, a first job, marriage, a house, a child, family, empty-nesters, to grandparents, to retirement, to finally dying peacefully in your sleep in your late 80’s or early 90’s.

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