Magnolia Wealth Management

"Magnolia Wealth Management has been wonderful to work with! From the moment I reached out to them for financial guidance, they were nothing short of incredible. The team at Magnolia is not only highly professional but also incredibly knowledgeable and caring. They took the time to truly understand my financial goals and tailored a plan specifically for me. Their expertise in wealth management was evident, as they were able to provide me with valuable advice and recommendations that aligned perfectly with my needs. I can confidently say that Magnolia Wealth Management is top-notch when it comes to financial advisory services – their personalized approach combined with their deep expertise make them stand out from the rest!"

"Have found Magnolia Wealth Management to be just the place for the aid my family needed. I have a disabled son whose future I have worried about for years. It kept we awake at night worrying about what's going to happen to him. How will he survive? MWM has lead us through the formulation to respond to our needs. We are working with a lawyer recommended by MGM and the two of them have answered our needs fully and clearly. I can sleep now. A major problem has been solved and I have every confidence that we will receive best results possible. I highly recommend MWM."

"We have been working with Ed and his staff since 2019. We are very pleased with the respect, courtesy and attention to detail that Magnolia demonstrates to us. We highly recommend them."

"Ed Cox and the entire Magnolia Wealth Management team are quite simply the best (we can say this because we’ve had experience with other financial advisors). Ed is very knowledgeable and is the expert we trust and recommend. Thanks to Ed’s help, we achieved our goal of retiring early. We are grateful to him for his continuing wealth management guidance and advice. If you want an outstanding financial advisor who truly cares, definitely call Ed….you’ll be glad you did."

"I first met Ed on a mission trip to Peru a number of years ago. I became the care taker of a very dear friend and consulted with Ed for Estate Planning. He worked with both of us to plan for her last years and to make sure her finances lasted her until the end and that her final wishes were honored. My husband then retired and we knew it was time for us to do our own planning. I knew without a doubt where we would go. My husband who has always made his own decisions in regard to our finances commented later that he wish that we had consulted with Ed earlier. We have also come to know Forest and the rest of the staff and have been so pleased with the personal service we have received. It is without any hesitation that we recommend Ed and Forest for your financial and estate planning. Go earlier rather than later, we promise you will be glad that you trusted Magnolia Wealth to guide you."