A Higher Standard in Wealth Management.

Expect more from your advisor. Magnolia partners with a select group of individuals, families, and institutions. As a true fiduciary, we put our clients' interests first. By setting a higher standard, we can help you live a richer life.

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MAGNOLIA PRIVATE WEALTH TEAM FEATURED IN:

Integrated

Life unfolds across many dimensions—career, family, business, and legacy. Through comprehensive wealth planning, we help you live a fuller life and build a better tomorrow.

Distinctive

Our team combines deep subject-matter expertise, research, and analysis. Recognized leaders in the advisor community, we have solutions for even the most complex financial situations.

Experienced

With decades of experience spanning financial planning, tax strategy, estate design, and investment management, our advisors bring depth and clarity to every decision.

Aligned

Your interests always come first. Magnolia was founded on the belief that an advisor must be guided by principle and always seek to deliver the highest standard of care.

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The magnolia difference

Cultivating Peace of Mind.

Magnolia is a trusted partner: offering clear, unbiased guidance. We help you make informed choices with confidence and ensure that your wealth supports your purpose.

No two financial journeys are alike. Our experienced advisors provide the insight and discipline to help you meet challenges and seize the opportunities along the way.

Wealth management is a collaborative effort. Magnolia works with you side-by-side, bringing experience, perspective, and sensitivity. Together, we bring clarity to the complexities of wealth.

Our Services

Comprehensive Wealth Management.

Your life is unique and so is our approach. Magnolia will tailor a financial plan and investment strategy that meets your family’s needs and adapts to changing conditions as your life and market conditions evolve. Our core capabilities include:

Tax-Aware Strategies

Asset Exchanges
Tax-Efficient Portfolios
Better Liquidity Solutions

Investments

Portfolio Management
Alternative Investing
Private Markets

Planning

Retirement Planning
Risk Management
Estate Planning

Business

Equity Compensation
Corporate Retirement Plans
Benefits Planning

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Thought Leadership

Insights from Our Team.

The “One Big, Beautiful Bill” and What It Means for Your Family’s Finances

Chris J. Roe, CPA/PFS

Magnolia's Perspective (April 2025)

John Fischer, PhD

AI: Where's the Moat?

John Fischer, PhD

With Magnolia,
You Can Expect More.

We bring clarity to the complexities of wealth.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

A Higher Standard in Wealth Management.