Financial Advisors for Real Estate Investors in Mississippi
Need to outsource something else? Search for proactivefractional CFOandaccountantson Sam’s List too. Make sure to check the reviews, it’s one of the most important parts of your vetting process!
Featured Financial Advisors
Ian Weiner, CFP(R), CEPA
1 Client Reviews
"For 2+ years, he has advised/supports my financial goals and that will enable me to fully enjoy my retirement lifestyle. I'm about a year away from being non-employed. I highly recommend him. He can make a difference with your resources. No regrets. Call Ian!"
Capital Area Planning Group
1 Client Reviews
"They were very professional and delivered results. I recommended them to other people in my network who reported the same experience, and they stayed with CAPG even longer than I did. I am planning to return to them for additional services as it's now been a few years and I'd like to get more guidance with some significant life events on the horizon."
Calculated Wealth
We strive to transform worry and stress into confidence and peace through careful planning delivered consistently while ensuring we’re accessible when you need us.
Financial Advisors
Pillar Wealth
11 Client Reviews
"The Pillar team has provided me with a very valuable outside perspective. They asked great questions and provided options and recommendations that worked well for my goals."
Ian Weiner, CFP(R), CEPA
1 Client Reviews
"For 2+ years, he has advised/supports my financial goals and that will enable me to fully enjoy my retirement lifestyle. I'm about a year away from being non-employed. I highly recommend him. He can make a difference with your resources. No regrets. Call Ian!"
Capital Area Planning Group
1 Client Reviews
"They were very professional and delivered results. I recommended them to other people in my network who reported the same experience, and they stayed with CAPG even longer than I did. I am planning to return to them for additional services as it's now been a few years and I'd like to get more guidance with some significant life events on the horizon."
Calculated Wealth
We strive to transform worry and stress into confidence and peace through careful planning delivered consistently while ensuring we’re accessible when you need us.
Artistic Wealth
Artistic Wealth was created for endowments, entrepreneurs, and pre-retirees/retirees who want custom tailored planning, a wealth partner who listens and acts in the best interest of the client.
Showing 1 - 5 of 5 results
FrequentlyAsked Questions
Do financial advisors help with real estate investing?
Yes. Advisors who specialize in real estate can help you manage taxes, structure your portfolio, and plan for liquidity, debt, and long-term wealth transfer.
What is the 7% rule in real estate?
It suggests that 7% of agents or investors handle most of the deals and wealth—highlighting the need for strong strategy, specialization, and smart advisory support.
How much do financial advisors charge for real estate planning?
Expect flat fees ($2,000–$10,000 annually), or hourly rates ($200–$400/hour), since most real estate isn’t “managed” under traditional AUM models.
What should I ask a financial advisor as a real estate investor?
Ask how they handle depreciation, 1031 exchanges, passive income rules, and cash flow planning. Make sure they’ve worked with other property investors.
Where can I find financial advisors who work with real estate investors?
Use directories like Sam’s List, XY Planning Network, and NAPFA. Look for real estate-specific services like 1031 exchange planning, cost segregation, or rental property strategy.
Do Real Estate Investors Need a Financial Advisor for Tax and Wealth Strategy?
Real estate is one of the most powerful ways to build wealth—but it's also one of the most complex. A financial advisor who specializes in real estate can help you:
Minimize Taxes: Navigate depreciation rules, passive activity limitations, and 1031 exchanges.
Plan for Liquidity: Handle lumpy income from rents, repairs, and refinancing.
Use Leverage Wisely: Understand how your debt structure impacts long-term returns.
Diversify Strategically: Balance your real estate with traditional investments to reduce risk.
Plan Your Exit: Sell, transfer, or pass on real estate assets with tax efficiency.
Track Performance: Measure cap rate, ROI, and cash-on-cash returns with clarity.
Not all advisors understand real estate. Choose one with direct experience helping investors like you protect your assets, grow smarter, and plan with confidence.
Minimize Taxes: Navigate depreciation rules, passive activity limitations, and 1031 exchanges.
Plan for Liquidity: Handle lumpy income from rents, repairs, and refinancing.
Use Leverage Wisely: Understand how your debt structure impacts long-term returns.
Diversify Strategically: Balance your real estate with traditional investments to reduce risk.
Plan Your Exit: Sell, transfer, or pass on real estate assets with tax efficiency.
Track Performance: Measure cap rate, ROI, and cash-on-cash returns with clarity.
Not all advisors understand real estate. Choose one with direct experience helping investors like you protect your assets, grow smarter, and plan with confidence.
Not sure who’s right for you as a real estate investor? Answer a few quick questions, and we’ll introduce you to someone who fits.
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Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
