Countiss Wealth Management is a financial planning and investment advisory practice based in Flowood, Mississippi. Its approach begins with understanding clients’ life goals, cash flow, and overall financial picture, then building a plan to help them pursue priorities such as retirement, education, family experiences, and preserving wealth for loved ones. The firm serves pre-retirees and retirees, business owners, executives and professionals, and families focused on generational wealth.

Services include comprehensive financial planning, retirement income planning, investment management, cash flow planning, life event planning, and tax and estate planning. Countiss develops investment strategies based on clients’ risk assessments and how they expect to use their funds, with portfolios that may include stocks, ETFs, and mutual funds. The firm also incorporates tax-efficient strategies and works with clients’ accountants and attorneys on tax and estate considerations. Its team includes financial advisors Olivia Countiss and Dan Countiss, who provide client service and guidance as clients navigate financial decisions and changing life circumstances.