Gilesmcphail Wealth Management

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Gilesmcphail Wealth Management GilesMcPhail Wealth Management is an independent wealth management firm associated with LPL Financial You can count on your information being confidential.

Giles McPhail Wealth Management is an independent wealth management firm associated with LPL Financial. At Giles McPhail Wealth Management, we believe the quality of our relationships with our clients is what makes us stand apart from the crowd. We provide our clients unparalleled service – consistently communicating with our clients on the actions needed to ensure they stay on track. Our goal is to be each of our client’s Chief Financial Officers and advise them on a broad array of matters, including investment management, retirement planning, and education planning. We offer investment solutions that seek to provide enhanced diversification, reduced volatility, and improved capital preservation. Our investment philosophy changes the focus from chasing market returns compared to a benchmark, to a total return solution that seeks to manage risk/reward outcomes. We believe prudent investing begins with risk management and we seek to manage risk in three ways: (1) through proper asset allocation; (2) with active management; and (3) with the use of alternative strategies to reduce risk. We pledge to each of our clients the following:

This is your money, and we always remember that. No one without your last name will care more about your financial future than we will. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. www.finra.org, www.sipc.org. Third party post found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: MS, AL, TX, NY, TN, MO, and AZ.

October is Cybersecurity Awareness Month. A few simple habits can go a long way towards helping keep your personal infor...
10/16/2026

October is Cybersecurity Awareness Month. A few simple habits can go a long way towards helping keep your personal information and financial information protected.

Happy 1 year, Ava! 🎉Time to reintroduce the woman who keeps GilesMcPhail running (and our socials looking good). Swipe t...
10/14/2026

Happy 1 year, Ava! 🎉

Time to reintroduce the woman who keeps GilesMcPhail running (and our socials looking good). Swipe to meet her. Spoiler: there are dogs 🐾

10/12/2026

Earnings season is kicking off, oil prices are back in focus, and investors are weighing the latest geopolitical developments.

Tune in!

October is Breast Cancer Awareness Month. We take this time to honor the strength of those who have faced a diagnosis, s...
10/09/2026

October is Breast Cancer Awareness Month.

We take this time to honor the strength of those who have faced a diagnosis, support those currently going through it, and recognize the families and communities who stand beside them.

Awareness matters. Support matters. Presence matters. We stand with you.

10/07/2026

David may be OOO, but we aren’t! Anyone on our team is happy to help you while he’s away. 💼

One of the things we love most about being in a college town is the opportunity to connect with and invest in the next g...
10/06/2026

One of the things we love most about being in a college town is the opportunity to connect with and invest in the next generation. 🎓

David had a great time speaking with Ole Miss MBA students about the world of advising, and answering thoughtful questions from future business leaders. Thank you to the Ole Miss MBA Program for the invitation!

10/05/2026

🎙️Tune in for a quick market update and what it could mean moving forward!

10/01/2026

Turning my coworkers into the age of years they have worked here!

09/28/2026

Happy Monday!!

This week, Ava and David discuss what’s driving markets, including rising Treasury Yields, oil prices, and the latest developments in the AI space.

09/21/2026

Tune in for a quick market update with Ava & Cody! 🎙️

Address

1204 Office Park Drive, Unit B
Oxford, MS
38655

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+16622346111

Website

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