Fiduciary Wealth Management
Fee-Only financial planner located in Little Rock, AR, serving clients locally and across the country
Fiduciary Wealth Management was founded in 2016 and is based in Little Rock, Arkansas. Based on a shared vision and a combined 50 years of industry experience, Rocklin Senavinin, CFP® and Edward P. Mahaffy, MBA, CFP®, CHFC® started the firm with the goal of always putting the client's needs first.
At FWM we understand that individuals and business owners may not fully understand the complexities of planning for retirement. We are committed to helping clients overcome this issue. We provide comprehensive wealth management and planning strategies with minimal effort required from our clients. Our streamlined results are easy to interpret, incorporate state-of-the-art planning tools and technology, and give careful consideration to tax-related and estate planning concerns.
When working with our clients, we act as a resource for guidance in regards to both their financial and personal needs. They know that they can call us with their concerns, we are always ready to help.
As an independent firm, Fiduciary Wealth Management has no sales quotas to meet, removing many conflicts of interest. We work with the client’s needs in mind and seek investments that are appropriate for them and their families. Our clients’ goals are at the forefront of our practice and we don’t take our fiduciary responsibility lightly.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Rocklin Senavinin is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Rocklin Senavinin is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® 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.
Contact Rocklin Senavinin
1501 N University Ave
Little Rock, AR 72207