ClientFirst Wealth Management is an independent, fee-only registered investment advisor (RIA) and fiduciary based in Little Rock, AR. We manage over $190 Million for Arkansans, offering cost-effective comprehensive financial planning and investment management tailored to your specific needs. We collaborate with you to create and maintain a holistic financial strategy designed around your goals and dreams.
Though many may call themselves "financial planners, " CFP professionals have completed extensive training requirements and are held to rigorous ethical standards. Our clients have saved at least $500,000 and are looking for a customized, tax-efficient approach to their financial needs. You have a strong household income but want to make sure you're doing the right things with the money you earn.
Though many may call themselves "financial planners, " CFP professionals have completed extensive training requirements and are held to rigorous ethical standards. Our clients have saved at least $500,000 and are looking for a customized, tax-efficient approach to their financial needs. You have a strong household income but want to make sure you're doing the right things with the money you earn.
Services
About
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From families building their lives to individuals and couples nearing retirement, our mission stays the same. At ClientFirst, we believe that financial health-and financial confidence-is key to living well. Our team is committed to helping you experience this peace of mind by building a plan customized to your goals.
Services
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We pull together all areas of your financial life to develop a cohesive plan aligned with your goals. Through a cost-effective and tax-efficient approach, ClientFirst helps you build, protect and transfer your wealth as efficiently as possible. Whether you're still building wealth or you're in or nearing retirement, we help you create a comprehensive financial plan that serves as a roadmap to your future.
How It Works
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Schedule a time to talk with us, and we'll get to know more about each other to see if we're a good fit. We use what we call an "asset map" to gather initial data. We can complete it with you during our discover phone call or you can build yours through a quick exercise below, and we'll use this as a starting point together.
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Who wouldn't want to be guided by someone who places their clients' interests first and foremost? Ed Mahaffy's quest to build a business for his clients led to him writing How to Select a Financial Advisor: The Least You Should Know. If you can't answer these basic questions about your investments, then you probably need assistance.
For CPAs
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CPAs who wish to add comprehensive financial planning and investment management to their practices should contact ClientFirst Wealth Management about affiliating as an Investment Advisor Representative (IAR). As a small CPA firm, nothing hurts worse than losing a trusted client to a larger firm offering wealth management services.
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