A Fiduciary Standard Built on Independence and Experience
ClientFirst Wealth, Legacy & Estate Planning is an independent, fee-only registered investment advisor (RIA) serving clients nationwide with offices in Little Rock, AR and Fort Worth, TX.
We manage over $300 million in client assets and provide comprehensive financial planning, retirement planning, and investment management designed to align with your long-term financial goals.
Our advisors bring decades of experience helping individuals and families build sustainable retirement strategies, manage portfolio risk, and pursue tax-efficient income solutions. Through disciplined investment management and personalized planning, we focus on helping clients transition confidently into retirement.
The same playbook that accumulated your wealth across your career and life isn't going to lead you to success in your retirement. There's a transition trap that catches pre-retirees and early retirees as they move from earning and saving to spending and distributing appropriately.
At ClientFirst Wealth, Legacy & Estate Planning, we've advised clients for decades, seeing the risks that other advisors ignore while creating our clients' financial plans built to survive those concerns.
Over the years, we've counseled many clients who were disappointed with other barely-available financial advisors whose large fees ate into their life savings. ClientFirst Wealth, Legacy & Estate Planning is designed to avoid sales conflicts, ensuring all clients get the best retirement solutions for their individualized situation.
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

Who We Work With
Our clients are looking for customized, tax-efficient, and cost-effective retirement solutions. They include the following:
Pre-Retirees within

10 Years of Retirement

and Retirees
See What Our Clients Are Saying
These statements are from current clients and may not be representative of the experience of other clients and do not guarantee future performance or success; no compensation was exchanged for these recognitions. ClientFirst Wealth Management LLC is not aware of any material conflicts of interest between this client and the firm.
Protecting Your Hard-Earned Savings While You Enjoy Your Retirement
Quarterly themed financial planning meetings include budgeting, tax planning, investment outlook and year-end review.
A member of our team is ready to take you out of the transition trap without a hefty fee eating up your hard-earned savings.
Get to Know Us Better










