Edward P. Mahaffy

Edward P. Mahaffy

| CFP®, ChFC®, MBA

ClientFirst Wealth Management, LLC

(501) 603-0406

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Fee-Only Financial Advisor serving the Little Rock, AR area.

Specialties

  • 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

Website

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1501 N. University
Suite 615
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 Mahaffy is a Little Rock, AR Fee-Only Financial Planner serving Little Rock and all surrounding areas. ClientFirst Wealth Management, LLC specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Edward Mahaffy is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
Edward Mahaffy founded ClientFirst Wealth Management, LLC. in 2007, after more than 23 years in the wealth management industry. Prior to launching ClientFirst, he spent 6 years as a Portfolio Manager and independent Branch Manager with Raymond James Financial Services, Inc., 6 years as a Vice President and Portfolio Manager with Merrill Lynch, and over 11 years as a financial advisor and fixed income Portfolio Manager with Stephens, Inc.

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.

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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.

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