Edward P. Mahaffy| CFP®, ChFC®, MBA
ClientFirst Wealth Management, LLC
- Fee-Only Financial Services
- Comprehensive Financial Planning
- Free Initial Consultation
- Investment Management
- Retirement Planning
- Education Planning
- Elder Care Issues
- Estate Planning
- Insurance Analysis
- Charitable Giving and Trusts
- Planning for Business Owners
- Cash Flow and Budgeting
Little Rock, AR 72207
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Edward is the author of How To Select A Financial Advisor - The Least You Should Know
Designated as a Certified Financial Planner and Chartered Financial Consultant, Ed holds a Bachelors of Science in Business Administration from The Citadel and earned his MBA from the University of Arkansas. He has had articles published in numerous publications, including Barron’s magazine. Ed is a member of the National Association of Personal Financial Advisors (NAPFA).
At ClientFirst, Ed is president and senior portfolio manager.
ClientFirst Wealth Management, LLC. is an independent fee-only registered investment advisor (RIA) providing financial planning and investment management. We manage over $200 million in customized portfolios for individuals and financial institutions.
Our sole source of compensation is client fees. We do not accept commissions or any other form of third-party payments, so you can count on objective advice. ClientFirst has a full time fiduciary legal obligation to every client. We focus on wealth preservation. Extensive experience managing fixed-income securities fortifies this approach and differentiates us from many other firms.
Our fees are very competitive and are charged as a percentage of assets- under- management. A fee schedule is available upon request. We rely upon a proven approach featuring cost-effective investment vehicles. We maintain a custody and clearing relationship with Raymond James Financial Services, Inc. However, clients may hold their assets with the custodian of their choice.
The Arkansas Business 2012 Book of Lists identifies ClientFirst as the 10th largest money manager in the state of Arkansas, with over $252 million under management. READ MORE.