Michelle Mabry| CFP®, AIF®
Client 1st Advisory Group
- Fee-Only Financial Planning
- Financial Review
- Hourly Fee Consultations
- Retirement Planning
- Investment Management
- Tax Planning
- Estate Planning
- Insurance Services
- College Education Planning
- 401(k) and IRAs
- Business Planning
- Employee Benefits
Hattiesburg, MS 39402
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Michelle Mabry is a Hattiesburg, MS Fee-Only Financial Planner serving Hattiesburg and all surrounding areas. Client 1st Advisory Group specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Michelle Mabry is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
Michelle Mabry is a Fee Only Financial planner in Hattiesburg, MS. Michelle Mabry is a NAPFA-Registered Financial Advisor.
Michelle is President and Managing Partner of Client 1st Advisory Group. She holds the CFP®certification and is an Accredited Investment Fiduciary®. She has been working with clients to help them achieve their financial goals and dreams since 1989. Michelle has a BS in Economics and International Trade and Finance from Louisiana State University. She spent 19 years at Ameriprise as a financial advisor and during her time with Ameriprise, she was on the President’s Advisory Council, and served on several boards, which helped influence the direction of the company’s independent franchises. In 2008, she founded Wealth Management Consultants, an independent investment advisory firm which later merged to become part of Client 1st Advisory Group.
Michelle is a frequent national speaker on investments topics and has authored several articles which have been picked up by cnbc.com and Fox News, she has also contributed to the Wall St. Journal. She is on the Board of Directors for the Greater Pinebelt Community Foundation and serves on the Investment Committee which directs the investments for all their endowment funds. She also served as a board member for the Mississippi Council on Economic Education and is the Finance Committee Chair, St. Fabian Catholic Church.
Michelle lives in Hattiesburg with her husband, Tom and their five children. She is an active member of St. Fabian Catholic Church and in her spare time enjoys running and travel.
Welcome to Client 1st Advisory Group. We are truly a firm like no other. In our core values we believe in investing smarter, safer and better on a solid financial platform based on your individual goals. As an independent advisor, our sole allegiance is to our client. We are proud to operate in this fiduciary role free from conflicts of interest so we can always provide objective analysis and recommendations.
We believe a comprehensive financial plan is the starting part of any relationship before making any investment strategy. Our quality service is based on a foundation of well-grounded skill sets that include estate planning, retirement planning, risk management, budgeting, goal planning, insurance, and comprehensive wealth management. In addition, our state-of-the-art technology and systems help us deliver these services effectively and efficiently in the way you most desire advice. But to that foundation, we add a component of ourselves, our personalities, and the goal of helping you do the the best you can for yourself financially.