Comprehensive Wealth Management

We’ve had the pleasure of serving the greater Jackson area with objective financial advice and proactive planning for over 30 years. Whether you are still accumulating wealth or seeking to manage distribution, our team takes a comprehensive, intimate approach to ensure your legacy. Let’s talk and see if we’re the right fit for you.

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Thigpen Team

David Martin

CPA, CFP®, ChFC®, MSFS

Director, Private Client Group

Scot Thigpen

CPA/PFS, CFP®️, CAS®️, RICP®️, CAP®, CEPA®

President & Wealth Advisor

Bowen Thigpen

CFP®

Wealth Advisor

Julie Humphreys

CPA

Director of Operations and Client Services

Krista Nicholson

Client Service Associate

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Live Your Life

Everything we do is designed to help you live your best life. That’s why we always start with a genuine conversation to discover who you are as a person – your passions, your purpose and, ultimately, your legacy.

How We Help

SET MY FAMILY UP FOR SUCCESS

I’m a young professional looking to expand my family, eliminate debt and help grow my wealth.

ACCUMULATE WEALTH AND PURSUE GOALS

I want to protect the wealth I’ve acquired and put it to work for me so I can continue to grow my assets.

PREPARE FOR RETIREMENT AND BEYOND

Retirement is approaching, and I want to make sure my family has the income we’ll need.

MAKE THE MOST OF RETIREMENT

I’m already retired and want to make sure my legacy is protected (and I don’t run out of money anytime soon).

Second Opinion Service

As an independent fiduciary, we provide objective second opinion services so you can be sure your investment strategy is in line with your goals and life plans. We’ll answer any questions you may have, and your information will always remain private.

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The Fiduciary Difference

We always work in the client’s best interest. Always.

Discover the right investment strategy for you.

Tell us a little more about your investment objectives and level of comfort with risk.

By what percentage do you expect your portfolio to grow annually over the long-term (10+ years)?

Stay In The Know With Scot

Download a Complimentary Resource

3 Methods to Help Avoid Running Out of Money

3 Methods to Not Run Out of Money

What’s the #1 fear in retirement? Running out of money. Get our step-by-step guide to help ensure your assets last a lifetime.

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4 Mistakes People Make With Their First Million

Identify the next set of challenges you may face and avoid these common mistakes.