Your Partner in Building Your Future
ClientFirst Wealth Management is an independent, fee-only registered investment advisor (RIA) and fiduciary based in Little Rock, AR. We are dedicated to serving our clients' best interests, offering cost-effective comprehensive financial planning and investment management tailored to your specific needs. Our team boasts decades of market experience, and we specialize in customized tax-free municipal bond portfolios free of federal and state income tax for Arkansas residents. We are proud to manage over $200 Million for Arkansans.
Our Services
As a fee-only fiduciary, we pride ourselves on offering unbiased, personalized financial advice. We never accept sales commissions or bonuses for recommending certain strategies over others. Our services include:
- Comprehensive Financial Planning: We collaborate with you to create and maintain a holistic financial strategy designed around your goals and dreams. Our CFP professionals have completed extensive training requirements and are held to rigorous ethical standards.
- Investment Management: Our team utilizes evidence-based strategies and rigorous research to create an investment portfolio aligned with your risk tolerance, time horizon, and financial objectives. We offer separately managed accounts, mutual funds, and exchange-traded funds (ETFs).
- Customized Tax-Efficient Approach: We work closely with your tax professional to optimize your financial strategies, minimizing taxes and maximizing after-tax returns.
- Retirement Planning: Our experts help you prepare for a secure and enjoyable retirement by analyzing your sources of retirement income, projecting your retirement expenses, and recommending appropriate investment strategies.
- Estate Planning: We assist you in developing a comprehensive estate plan, minimizing taxes, and ensuring your assets are distributed according to your wishes.
- Risk Management: Our team helps you identify potential risks and implements strategies to protect your wealth, including insurance planning and asset allocation.
How We Work
We believe in fostering long-term relationships with our clients. Our process begins with a complimentary consultation, where we learn about your financial goals, values, and risk tolerance. From there, we develop a customized strategy to help you achieve your financial objectives. Throughout our partnership, we provide ongoing advice, consistent communication, and exceptional service.
Get Started Today
If you're ready to optimize your resources, minimize taxes, and control costs, contact us today to schedule a call. Our team of experienced professionals is dedicated to providing exceptional service and personalized financial solutions to help you build the future you desire.
Highly Recommended Financial Advisors
Many reviewers have praised Ed Mahaffy, a financial advisor at ClientFirst Wealth Management, for his exceptional knowledge of the financial markets, integrity, and commitment to his clients' financial interests. His unique approach to portfolio management, tailored to each client's specific needs, has earned him a loyal following.
Personalized Service
Reviewers have consistently praised Ed's responsiveness to their questions and needs, taking the time to explain complex financial concepts in a clear and concise manner. This personalized approach has led to a high level of satisfaction among clients, who feel confident in their financial decisions.
Professionalism and Integrity
Ed's integrity and professionalism have impressed reviewers, who appreciate his commitment to doing what is best for his clients, rather than just making a quick profit. His fiduciary duty is evident in his decision-making, giving clients peace of mind and trust in his ability to manage their portfolios.
Consistency and Stability
Some reviewers have mentioned that even during times of market volatility, Ed has kept their funds safely invested, demonstrating his skill in navigating the market and minimizing losses.
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