Clientfirst Wealth Management

read moreOur promise to you is a partnership built on transparency, a full-time fiduciary legal obligation, and exceptional service tailored to your individual needs. We live up to our name by always placing your interests first. Although many professionals may call themselves "financial planners, " CFP professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. We maintain relationships with many brokers/dealers, allowing us to pursue the best possible value for your investments.

read moreClientFirst Wealth Management, LLC. is a Fee-Only Registered Investment Advisor and Fiduciary. As financial advisors in Little Rock, AR, we specialize in financial planning and investment management for individuals--managing over $150,000,000 for Arkansans. ClientFirst specializes in comprehensive wealth management. The typical account is over $1,000,000 and many clients are either retired or nearing retirement. Client retention is very high and references are available upon request. Minimum account size is $100,000, but exceptions are made ClientFirst does not sell products or receive commissions.

read moreOur first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success. Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products.

read moreOur approach is cost-effective and tax-efficient. As an independent investment advisor, we can offer you a personalized financial strategy, not a generic investment program. Your individual portfolio will be based on your unique situation, your values, your preferences and your goals. It will be designed to account for change, in the markets and in your circumstances. Our approach to planning and investment management is straightforward: We focus on becoming your partner in building the future you desire.

read moreOne of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work. A money management approach involves creating budgets to understand and make decisions about where your money is going. It also involves knowing where you may be able to put your excess cash to work.

read moreInsurance transfers the financial risk of life's events to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events. A strategy can include personal insurance, liability insurance, and life insurance.