Michelle Mabry

CFP®, AIF®

Client 1st Advisory Group

Financial Advisor

Michelle Mabry

CFP®, AIF®

Client 1st Advisory Group

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Michelle Mabry, CFP®, AIF®

Fee-Only Financial Planner serving the Hattiesburg, MS area.

Michelle Mabry is a Hattiesburg, MS fee-only financial planner. Client 1st Advisory Group provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Michelle Mabry is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

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.

 

Michelle Mabry is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

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.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Michelle Mabry is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Michelle Mabry is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • Financial Planning Association
    Michelle Mabry is a member of The Financial Planning Association® (FPA®)

    FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.

  • Accredited Investment Fiduciary®
    Michelle Mabry is an Accredited Investment Fiduciary® (AIF)

    Advisors who have earned the Accredited Investment Fiduciary designation are able to immediately show that they are interested in and working towards the best interests of their clients. They have gone through training, met the qualifications, and passed the exam allowing use of the AIF designation.

Contact Michelle Mabry

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Office Locations:

  • 104 Titus Blvd.
    Hattiesburg, MS 39402

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