Edward Mahaffy
CFP®, ChFC®, MBA
ClientFirst Wealth Management, LLC
Financial Advisor
Edward Mahaffy
CFP®, ChFC®, MBA
ClientFirst Wealth Management, LLC
Financial Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Edward Mahaffy, CFP®, ChFC®, MBA
Fee-Only Financial Advisor serving the Little Rock, AR area.
Edward Mahaffy is a Little Rock, AR fee-only financial planner. ClientFirst Wealth Management, LLC provides comprehensive and objective tax-focused financial planning, investment management and retirement planning to help professionals, retirees and near-retirees organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Edward Mahaffy is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
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.
Edward Mahaffy is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
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.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Edward Mahaffy is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Edward Mahaffy is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Edward Mahaffy is a Chartered Financial Consultant® (ChFC®)Chartered Financial Consultant® designations are granted upon completion of seven required courses and two elective courses. Those who earn the designation are understood to be knowledgeable in financial matters and to have the ability to provide sound advice.
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ClientFirst Makes the investor.com 2020 Top Financial Advisor Firms in Arkansas List
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Edward Mahaffy Named to Best Financial Advisors List for 2020 by Arkansas Money and Politics
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Edward Mahaffy is a Featured Tax Professional on Tax Connections
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Edward Mahaffy is Quoted on Business Insider: "3 Things to Consider Before Switching to a New High-Yield Savings Account as Interest Rates Drop"
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Edward Mahaffy is Featured in Arkansas Money & Politics
Contact Edward Mahaffy
Office Locations:
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1501 N. University
Suite 715
Little Rock, AR 72207
