Gilesmcphail Wealth Management

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.

Today we’re celebrating one of the people who makes our team so great! Happy Birthday, Al!! 🎉
09/03/2026

Today we’re celebrating one of the people who makes our team so great! Happy Birthday, Al!! 🎉

Financial terms don’t have to feel like a foreign language. Here are 5 we hear questions about all the time. Save this o...
09/01/2026

Financial terms don’t have to feel like a foreign language. Here are 5 we hear questions about all the time. Save this one for later📌

08/31/2026

📊Markets, oil, rates, and jobs data. Everything you need to know in under a minute. Here’s this week’s Market Minute!

📝✨ August is Make-A-Will Month! ✨A will is more than dividing assets—it’s about protecting your loved ones, making your ...
08/25/2026

📝✨ August is Make-A-Will Month! ✨

A will is more than dividing assets—it’s about protecting your loved ones, making your wishes known, and planning for the future.

Already have a will? August is a great time to review it and make sure it still reflects your wishes.

Take a step toward getting your affairs in order today! 💙

08/24/2026

Market Minute - Your Monday setup.

Friday’s rebound couldn’t fully offset a down week, and stocks open lower again as tech wobbles ahead of NVIDIA earnings. All eyes on Jackson Hole and Washington’s Iran plan for direction. Here’s what you need to know at the open.

Get to know Cody & David better!!🎉First, you should know how hard it is to get pictures from them. Here is a photo of th...
08/19/2026

Get to know Cody & David better!!🎉

First, you should know how hard it is to get pictures from them. Here is a photo of them before they opened GilesMcPhail Wealth Management.

08/17/2026

Market Minute -

Here’s what you need to know this Monday morning!

08/11/2026

I think Nasdaq would be a good name!! What name would you pick🤔🤣🤣

08/10/2026

Market Minute, your Monday setup! S&P hit record highs Friday!

We may have discovered a way to go around the straight of hormuz, the straight of her moose! Thank you canva audio to text🫎

🎉 Happy birthday to our co-founder, Cody Giles! Thank you for building something we’re proud to be part of, every single...
08/07/2026

🎉 Happy birthday to our co-founder, Cody Giles! Thank you for building something we’re proud to be part of, every single day.

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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