Why ClientFirst?
ClientFirst Wealth, Legacy & Estate Planning is an independent, fee-only registered investment advisor (RIA) and fiduciary based in Little Rock, AR, serving clients in Arkansas, Texas, Nevada, and Florida. We manage over $200 Million for our clients, offering cost-effective comprehensive financial planning and investment management tailored to your specific needs.
We offer decades of market experience, including customized tax-free municipal bond portfolios free of federal as well as state income tax for Arkansas residents.
Custom Financial Planning
We collaborate with you to create and maintain a holistic financial strategy designed around your goals and dreams.
CFP® Professional Standard
Though many may call themselves “financial planners,” CFP® professionals have completed extensive training requirements and are held to rigorous ethical standards.
No Commissions, Ever
Being a fee-only fiduciary means we’re dedicated to serving your best interest. No sales commissions or bonuses are paid for recommending certain strategies over others.
As Seen In
2020 and 2021's Best Financial Advisors
2020 Top Financial Advisors Firms List
Top Financial Advisors in Little Rock
Who We Work With
Our clients have saved at least $500,000 and are looking for a customized, tax-efficient approach to their financial needs. They include the following:
Professionals
You have a strong household income but want to make sure you’re doing the right things with the money you earn. We work with executives, physicians, and business owners to create an intentional savings plan, construct a portfolio that makes sense for your family, and help minimize your tax liability.
Those Nearing Retirement
As you prepare to close the door on full-time work, we’ll guide you in coordinating your transition. We’ll look at every area of your money—helping you figure out when to take out Social Security, how to adjust your investments, and how to structure your income strategy.
Those In Retirement
From being with your family to devoting time to your hobbies, you have a certain vision for how you want to spend your time. By creating a tax-informed income plan to support your health and desired lifestyle, we help make your vision a reality.
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This/These statement(s) may not be representative of the experience of other clients and does/do not guarantee future performance or success; no compensation was exchanged for this/these recognition(s).
Your Partner in Building Your Future
With over three decades of experience, we bring you a time-tested process to improve your financial strategy. But our approach is not only evidence-based and grounded in research—it’s highly personal.
We enjoy getting to know all about you, your family and your hopes for the future. Through a relationship together, we’re dedicated to being your go-to call when you have a question, your partner in making critical decisions, and your support system as your life evolves.
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