Most financial services firms in this market pitch products. Raanes & Oliver Capital Advisors builds plans — and there's a difference you'll feel inside of five minutes at 524 Main Street.
Duane, JoAnn, and Brady Raanes founded the firm in 2009. They're still here, still in Hattiesburg, and the new office reflects that commitment. Floor-to-ceiling windows face Main Street. Bloomberg runs on the wall. The reception area reads like a working investment office, not a bank branch dressed up to look like one.
What separates ROCA from most locally-operated advisors is how they handle risk. They don't run portfolios on gut calls or quarterly market sentiment. Their approach is rules-based: systematic frameworks that define when to act, which signals carry weight, and how to limit downside without stepping away from growth. When the rules say rebalance, they rebalance. Emotion doesn't get a vote.
For clients, that means portfolios built around an actual financial plan rather than a generic model — actively managed within defined risk parameters. The full range of services covers retirement planning, investment management, cash flow planning, charitable giving strategies, and institutional 401(k) and 403(b) plans. Securities are offered through Raymond James Financial Services, member FINRA/SIPC. The firm is separately owned and operated, not a captive of any national bank.
Client education is part of the model, not an afterthought. The expectation is that you understand what's in your portfolio, why it's positioned the way it is, and what the risk profile actually looks like — not that you hand over your money and hope for the best.
The conference room makes the firm's position explicit: a compass with Hattiesburg at the center, radiating outward to Jackson, Meridian, Gulfport, New Orleans, Natchez, and Mobile. It's a statement about where this firm has decided to do serious work.
The team is multi-generational — visible in the team photo, written into the firm's founding story. That matters when a client relationship is supposed to survive market cycles, career changes, and retirement drawdown. These aren't advisors waiting on a transfer to another city.
Raanes & Oliver Capital Advisors is at 524 Main Street, Hattiesburg. Reach them at 601-450-6650. Parking on Main Street is straightforward during business hours. The conversation starts when you walk in.