facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Your Fee-Only Financial Advisor


Optimize Resources | Minimize Taxes | Control Costs

Serving Little Rock, AR


Discover What We Offer


Why ClientFirst? 

ClientFirst Wealth Management is an independent, fee-only registered investment advisor (RIA) and fiduciary based in Little Rock, AR. We manage over $190 Million for Arkansans, offering cost-effective comprehensive financial planning and investment management tailored to your specific needs.


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 Featured In

Best Financial Advisors

2020's Best Financial Advisors

Inverstor.com Top Firms In Arkansas

2020 Top Financial Advisors Firms List

CBS

CNBC

Wall Street Journal

Business Insider

Investment News

A skyline view of city

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: 

Doctor talking to patient.

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. 

Man talking on cellphone

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.

Elderly couple on a boat

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.


See What Our Clients Are Saying

See all our reviews

I have been client with ClientFirst for more than a decade and have found that as a financial advisor, Ed Mahaffy is unsurpassed in his knowledge of both fixed income and equity markets. More importantly, his integrity and honesty leave me sleeping well at night knowing that he is more than just a fiduciary in name--he have proven that he truly has my best interests at the center of every decision he makes for my account. I know that Ed personally manages my portfolio specifically for my needs-no cookie-cutter portfolios here. If you are saving for retirement or are currently retired, you should set up a free consultation with ClientFirst and see how Ed Mahaffy can help you reach your financial goals. 

- BRETT P., CLIENT

"Ed Mahaffy was highly recommended by a friend, and in 2005, after my husband and I met with him and made the decision to put all my husband's retirement and 401-k funds in his hands. We have never regretted that decision. Even with the market going up and down, as it has over the past 16 years, Ed has always kept our funds safely invested. Take our word for it, he won't disappoint. 

- SANDRA MOORE


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).


Sound Like You?

Explore Our Services

Elderly couple on a beach with their dog.

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.

Get to Know Us Better

Meet the Team

How To Select A Financial Advisor

How To Select A Financial Advisor

Schedule a Call