Someone's sitting in the shade today because someone planted a tree a long time ago.
~ Warren Buffett
The man who removes a mountain begins by carrying away small stones
~ William Faulkner

Wealth Management

607 South 16th Street, Suite 100
Oxford, MS 38655
  • 662-234-6111
  • 844-448-6577

Our Firm

At GilesMcPhail Wealth Management, we provide our clients with objective financial advice.

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Do You Have a Plan?

We develop financial plans to help our clients identify their financial goals and monitor their progress so they don't get off track.

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Guided Wealth Portfolios

Invest for your future with our online platform that combines the benefits of a financial advisor with sophisticated technology.

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Welcome to GilesMcPhail Wealth Management

Your Goals are Our Goals

Welcome to GilesMcPhail Wealth Management. We are an independent wealth management firm that provides individuals and families with objective financial advice. Our firm focuses on goal-based investing, helping our clients plan for tomorrow. Whether your goal is preparing for retirement, saving for college, or managing your estate, our focus is on your financial goals and objectives.

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