The investment knowledge you need today is more complex than ever. You must make many difficult decisions when building an investment strategy that meets your financial objectives. No longer can investors depend on traditional savings methods to accomplish long-term growth and security.
Magnolia Financial Advisors recognizes that the investor deserves a financial firm with a broad selection of investments. A firm where optimum performance and flexible service are a mutual priority.
Magnolia Financial Advisors’ Investment Representatives have a combined experience of more than 46 years of experience. They will review, recommend, and monitor your investments, while remaining mindful of your personal investment objective. The plans they will structure will be tailored to your individual needs and goals.
The Origins of Magnolia Financial Advisors
Wanting to provide an alternative to the high-profile financial firms where personal service is often sacrificed in order to serve the bottom line, Philip Manley and Gary Burger founded Magnolia Financial Advisors. The additions of Jay Grubb and Tim Koenning added a wealth of experience in personal and business financial/insurance planning.
“I’ve worked with a giant investment firm as well as a small independent firm and have seen the good and, unfortunately, the bad,” says Burger, who began his financial career in 1988. “I knew that, by forming a “team” style firm, we could not only be successful, we could be successful by doing it the right way and to me that means- serving the clients’ needs first.”
“I learned that serving a client’s tax preparation needs is just the tip of the iceberg when it comes to helping them see the full financial picture,” says Phil Manley, CPA. “That is why molding an entire financial services business was integral and Magnolia Financial has successfully accomplished this.”
“Coming from one of the premier financial planning firms in Atlanta, I was pleasantly surprised by the dedication and commitment demonstrated to its clients by Magnolia Financial,” states Jay Grubb. “That is why it was not a difficult decision to come to work with them.”
“I have been in the financial services industry for 20 years, with the last 10 years as an independent advisor,” says Tim Koenning. “I have known Gary since the beginning and when he formed Magnolia with Phil, I was very interested in joining. The chemistry is dynamic and the advice we render second to none.”
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