Business Details
Trusted Fee-Only Financial Advisors in Little Rock, AR
Clientfirst Wealth Management has been dedicated to providing fee-only financial advisory services since 1990, operating as a registered investment advisor and fiduciary. Our team of Certified Financial Planners brings decades of market experience to create customized strategies for clients across Arkansas, Texas, Nevada, and Florida. We specialize in tax-efficient solutions, including Arkansas-specific municipal bond portfolios that offer federal and state tax exemptions for residents. As an independent firm, we maintain no product affiliations and charge no sales commissions, ensuring our recommendations remain solely focused on client needs. Our comprehensive services cover financial planning, retirement income strategies, investment management, and retirement plan advisory, with over $250 million under management.We serve high-net-worth individuals, professionals, and retirees through personalized portfolio management and evidence-based planning. Our commitment to transparency is demonstrated through flat-fee structures for retirement plan advisory services rather than asset-based fees. The firm has maintained over 90% client retention through consistent communication, timely responsiveness, and a client-first approach that treats clients as family. Our expertise has been recognized in major financial publications, including Barron's Magazine and The Wall Street Journal.
Services
Financial Planning
Retirement Planning
Investment Management
Tax Exempt Income
Retirement Plan Advisory
Highlights and features
- We are independent, fee-only fiduciaries dedicated to your best interest
- Over $250 million managed for clients with decades of market experience
- Customized tax-free municipal bond portfolios for Arkansas residents
- Certified Financial Planner professionals with rigorous ethical standards
- Serving clients in Arkansas, Texas, Nevada, and Florida with personalized strategies
Associations and certifications
- Registered Investment Advisor (RIA)
What people say
Fast response
Unsurpassed market knowledge
Deep commitment
Transparent communication
Highest ethical standards
Services
Financial Planning
Our comprehensive financial planning creates personalized roadmaps for your financial future. We analyze your complete financial picture to develop tailored strategies that address wealth accumulation, retirement preparation, and legacy planning. With a focus on tax efficiency and long-term sustainability, our plans adapt to life's changing circumstances while maintaining clear progress toward your goals.
Retirement Planning
We specialize in creating sustainable retirement income strategies that coordinate Social Security, retirement accounts, and health insurance. Our approach emphasizes tax-efficient withdrawals and market-tested portfolio management to support your desired lifestyle throughout retirement. We help pre-retirees maintain employer-sponsored plans while providing ongoing professional oversight through flat-fee structures.
Investment Management
Our investment management delivers customized, low-cost portfolios aligned with your values and financial objectives. We implement transparent strategies using individual securities rather than funds, with particular expertise in Arkansas municipal bonds that offer dual federal and state tax exemptions for residents. Our approach prioritizes capital preservation and consistent income generation.
Tax Exempt Income
We construct Arkansas-specific municipal bond portfolios that provide tax-free income at both federal and state levels for Arkansas residents. Our portfolios feature professionally managed local issuances including school bonds, water bonds, and hospital bonds. This targeted approach keeps investment dollars within the state while avoiding the tax disadvantages of out-of-state bond funds.
Retirement Plan Advisory
Our fiduciary retirement plan advisory offers ongoing professional guidance without requiring account rollovers. We provide flat-fee services for employees maintaining employer-sponsored plans, focusing on optimizing investment choices and preparing for retirement transitions. This cost-effective solution avoids asset-based fees while delivering personalized retirement planning expertise.
People
Edward P. Mahaffy
Founder & Portfolio Manager
With over 30 years of experience, Ed Mahaffy specializes in fixed income and equity markets. As a CFP professional, he manages personalized portfolios while maintaining fiduciary standards. Clients praise his integrity, timely communication, and family-oriented approach to wealth management.
Rocklin Senavinin
Financial Consultant
Rocklin provides comprehensive financial planning services with a focus on retirement strategies. He works closely with clients to develop tax-efficient solutions and coordinates investment management activities. His approach emphasizes clear communication and long-term relationship building.
Tami Borland
Financial Consultant
Tami specializes in helping clients transition into retirement. She coordinates retirement income planning with investment management strategies. Her client-centered approach focuses on simplifying complex financial matters while maintaining fiduciary standards.
Questions
What makes you different from other financial advisors?
We operate as fee-only fiduciaries with no sales commissions, offering Arkansas-specific municipal bond expertise and flat-fee retirement plan advisory services without requiring account rollovers.
Do you work with out-of-state clients?
Yes, we serve clients in Arkansas, Texas, Nevada, and Florida, with specialized tax-efficient strategies for Arkansas residents and adaptable planning for clients in other states.
How are your investment fees structured?
We charge a modest management fee for municipal bond portfolios and flat fees for retirement plan advisory services, avoiding asset-based fee structures that create conflicts of interest.
What experience do you have with retirement planning?
Our team has over 30 years of experience creating retirement income strategies, featured in Barron's Magazine and The Wall Street Journal, with specialized knowledge in tax-efficient withdrawal planning.
How often do you communicate with clients?
We maintain proactive communication and are reachable six days a week, with portfolio managers initiating regular updates and providing timely responses to client inquiries.
Can I keep my existing retirement accounts?
Yes, our fiduciary advisory services work with existing employer-sponsored plans, providing professional oversight without requiring account rollovers or incurring asset-based fees.
