Ridgeland, Mississippi Branch

Founded over 15 years ago, Financial Advisors, Christoper E. Wells, CFP®, and Josh Oller, CFP®, have an established reputation in the Ridgeland, Madison and Jackson, MS areas for providing customized, high-level, fee-based financial planning services to their clients. The Ridgeland team works with clients all over the country in all areas of finance, including:

Customized wealth-building strategies
Retirement income planning
Portfolio management
Estate planning
College, major expenses, and budgeting
Tax strategies
Inheritance or sudden windfall planning strategies

The Ridgeland branch works with clients in all stages of life, and is committed to helping you navigate the path to a better, more secure future.

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Advisor Spotlight

Christopher E. Wells, CFP® | Vice President

Chris Wells has been in the financial services industry for over 20 years, and holds the highly sought after CFP^® designation. Chris prides himself on being able to relate to many different people and building a genuine connection with them through whatever transition, challenge, or opportunity they might be facing. Chris believes all of his client relationships should start with creating a written financial plan. This serves as a basis for providing more advanced and customized strategies for tax planning, investment allocation, and retirement income to reach each client's unique desired lifestyle, for both the present and in retirement.

Learn more about Chris