Dunavant Wealth Strategies

Founded in 2007, Dunavant Wealth Strategies is a faith-based investment advisor company that specializes in helping families build foundations, wealth and a legacy through a combination of saving, investing and charitable giving. We are not your typical wealth management firm; knowing you and your family individually helps us as we accompany and advise you through life’s journey. As we better understand the outcomes you desire, we can help you navigate the obstacles and opportunities that arise along the way. This type of personal connection also creates an environment where you know us as well as we know you. Our Emphasis on Independence We are an independently-owned Registered Investment Advisor (RIA) firm which allows us the freedom to offer our clients solid guidance on their complete financial picture. Our only agenda is providing our clients the financial direction they need to help pursue their objectives, free of any conflicts of interest. Our success is directly tied to the success of our clients. Through our extensive network, we provide access to top industry professionals, educational workshops and a variety of social and volunteer events we host throughout the year for the whole family. As a member of Kingdom Advisors, we are part of a community of financial professionals committed to realizing purpose and fulfillment in our work, offering meaningful and eternally focused counsel to clients and having a positive impact on the financial paradigms in our culture.

Address: 2895 Highway 190, Suite 232, Mandeville, LA 70471, USA

Phone: +1 985 727 0770
FAX: +1 985 727 0740