# Magnolia Wealth Management

Magnolia Wealth Management is a Bank / Wealth / Trust based in Dothan, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Dothan, United States
- **Region:** North America
- **Address:** 1535 Honeysuckle Road, Dothan, AL 36305
- **Founded:** 2018
- **Assets under management:** Undisclosed
- **Website:** www.magnoliawm.com

## Regulatory record

- **CRD number:** 297598
- **SEC file number:** 801-122653
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/297598

## About

Magnolia Wealth Management was founded in 2018 by Ed Cox and Forrest Ryals, who appear as the firm's public-facing principals on WTVY's Finance Friday segments. The firm operates from a single office at 1535 Honeysuckle Road in Dothan, Alabama, serving individuals and high-net-worth individuals across the Wiregrass communities including Dothan and Enterprise. Its origin story is local practice, not institutional spinout — the team built the firm around retirement-income planning for a regional client base. The firm deploys client capital across public markets using a planning-first model centered on its Five Pillar Financial Planning Process: income planning, investment management, tax planning, estate planning, and asset protection. Magnolia does not disclose specific portfolio holdings, fund structures, or direct deal activity; it promotes the Riskalyze risk-tolerance tool to align portfolios with client risk scores and hosts community seminars on retirement readiness. Its geographic focus remains southeastern Alabama, with no indication of direct co-investments, separate accounts, or alternative assets. Team size and total assets under advisement are not publicly disclosed. Magnolia supplements its advisory work with media appearances — Cox and Ryals contribute regularly to WTVY's Morning Mingle — and self-published a book titled The Five Pillars of Financial Planning. Client communication extends through bi-monthly newsletters, short-form podcasts, and local workshops. In 2025, the principals continued their recurring Finance Friday segment, reinforcing their commitment to community-based financial education. Magnolia sits apart from most registered investment advisors because its entire public identity is built on a single, named methodology — the Five Pillars — rather than generic asset gathering. Every client-facing tool, from the book to the seminars to the Riskalyze integration, funnels toward retirement-income certainty for a concentrated geographic audience. That narrowness is its structural differentiator: a process-driven, media-savvy local practice rather than a platform scaling nationally.

## Sectors

- Income Planning
- Investment Management
- Tax Planning
- Estate Planning
- Asset Protection

## People

- Ed Cox — Principal
- Forrest Ryals — Principal

## Questions

### What is Magnolia's Five Pillar Financial Planning Process?

The Five Pillars are the firm's proprietary framework covering income planning, investment management, tax planning, estate planning, and asset protection. Magnolia published a book under this title and uses the framework across its website, seminars, and client onboarding. It positions the process as a alternative to trend-chasing — emphasizing continuous monitoring and coordination across all five areas.

## Related profiles

- [Mackenzie Investments](https://altss.com/profile/mackenzie-investments)
- [Main Line Group Wealth Management](https://altss.com/profile/main-line-group-wealth-management)

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Last updated: 2026-06-03T20:00:00.000Z

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