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Michael Langdon

Advisor at Grantham Poole Advisors, LLC

Updated today

Firm

Grantham Poole Advisors, LLC

Location

Ridgeland, MS 39157

Credentials

Series 65

Industry experience

3 years

About

Michael Langdon is a financial advisor at Grantham Poole Advisors, LLC with three years of industry experience. He holds a Series 65 designation and has worked at Grantham Poole Advisors since 2022. His prior work includes roles at Grantham Poole PLLC, Baxter Healthcare, and Bolivar Automotive. Grantham Poole Advisors, LLC provides financial planning, consulting, and portfolio management services to individuals, including high-net-worth and high-income clients. The firm manages discretionary accounts primarily using exchange-traded funds and mutual funds, and also recommends third-party money managers, integrating tax and accounting coordination through its affiliation with GranthamPoole, PLLC.

Client services

Based on Grantham Poole Advisors, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Grantham Poole Advisors, LLC

General retirement planning Income planning General tax planning Retirement withdrawal strategies

Occupation focus

Based on Grantham Poole Advisors, LLC

Founder/Business Owner

Fee options

Fixed

Financial planning fees may be quoted as a fixed fee with an estimate provided at engagement start.

Commissions

Associated persons may earn commissions from selling insurance products, separate from consulting fees.

Project-based

Up to $350 per hour for financial planning and consulting; $350 per hour for directly managed accounts (negotiable).

Other

Fee-only: Financial planning and consulting fees charged up to $350 per hour; may be quoted as a fixed fee.

Location

1062 Highland Colony Parkway, Suite 201

Ridgeland, MS 39157

Most active in

Mississippi

Work history

Grantham Poole Advisors, LLC

2022 - Present (4 years)

Grantham Poole PLLC

2017 - Present (9 years)

Baxter Healthcare

2017 - 2017 (1 year)

Bolivar Automotive

2012 - 2017 (5 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Roger C

Series 65

Jackson, MS

Eversight Wealth LLC

Tax-loss harvesting Social Security optimization Roth conversion strategy Charitable giving tax strategies College savings (529s, UTMA, etc.)

Vinicius N

CFP®, CPA

Madison, MS

Elevated Retirement Financial Services

Elevated Retirement Financial Services provides financial planning, retirement planning, and investment management. Vinicius “V” Hiratuka, CPA, CFP® is a fee-only, fiduciary financial advisor located in Madison, MS. Vinicius, who goes by “V,” founded Elevated Retirement Financial Services out of deep care for people’s financial lives in retirement. Building meaningful and constructive relationships with his clients is what he enjoys most about his work. V was born and raised in Brazil and moved to the United States in 2005. He obtained his undergraduate degree from Mississippi College and completed his graduate studies at Vanderbilt University. He is a NAPFA-Registered Advisor, a Certified Public Accountant, and a Certified Financial Planner™ Professional. He enjoys playing soccer, serving his church, reading, and spending time with his family and close friends.

Wealth management General retirement planning General tax planning Approaching retirement Dual Income Family
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Travis W

CFP®, CFA®, Series 63, Series 66

Madison, MS

Collaborative Advice

Business ownership considerations Business exit / sale strategy Cash flow / budgeting College savings (529s, UTMA, etc.)
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Frank Z

Series 63, Series 65

Madison, MS

FHZ Wealth Management, LLC

Active portfolio management
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Nicholas R

CFP®, PFS™

Canton, MS

Reiber Wealth

Business sale tax planning College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy
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Huiming S

CFA®, Series 65

Clinton, MS

Wealth Management, LLC

Tax-loss harvesting Active portfolio management Passive / index investing General tax planning
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