Barnes Pettey Financial Advisors, LLC

About Barnes Pettey Financial Advisors, LLC

<p>From Delta roots in Clarksdale to a Memphis presence, Barnes Pettey Financial Advisors, LLC runs a five-office advisory firm that covers the Jackson metro and north Mississippi, plus west Tennessee. Founded in 2005, the registered investment advisor has 15 employees and reports $1.1B in assets under management (2026).</p> <p>The firm works with individuals, families, businesses, endowments, and nonprofits on wealth management and financial planning. Its planning work includes retirement planning, education planning, and estate planning, paired with investment management.</p> <p>For employers, Barnes Pettey supports workplace retirement plans with plan design, compliance help, and participant advice. The team also helps companies evaluate providers, negotiate fees, and manage plan documentation and records, along with leadership training and employee education.</p> <p>What sets the firm apart is its local coverage across Mississippi communities and Memphis, giving plan sponsors one advisory team that can handle day-to-day questions and ongoing plan work across multiple locations.</p> <ul> <li>Retirement plan consulting for employers through <a href="/retirement-plans">retirement plan providers</a></li> <li>Plan design support and plan documentation assistance</li> <li>Compliance support for corporate retirement plans</li> <li>Participant education and one-on-one participant advice</li> <li>Provider searches and fee negotiation with recordkeepers and vendors</li> </ul>

Website: https://www.barnespettey.com/services/services/corporate-retirement-plan-consulting

Founded: 2005

Employees: 15