Giles McPhail Wealth Management LLC

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1204 Office Park Dr # B
Oxford, MS 38655
+1 (662) 234-6111
https://www.gilesmcphail.com

GilesMcPhail Wealth Management is an independent wealth management firm located in Oxford, MS. They provide individuals and families with objective financial advice, focusing on goal-based investing to help clients plan for their future. Whether it's preparing for retirement, saving for college, or managing an estate, their firm is dedicated to helping clients achieve their financial goals and objectives.

With a team of experienced professionals, GilesMcPhail Wealth Management offers services such as financial planning, retirement plan management, and investment strategies. They combine the benefits of a financial advisor with sophisticated technology through their online platform, Guided Wealth Portfolios, to provide clients with a comprehensive approach to investing. Their philosophy is centered around providing objective advice and developing personalized financial plans to help clients stay on track and achieve long-term success.

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