ClientFirst Wealth Management is an independent, fee-only registered investment advisor (RIA) and fiduciary based in Little Rock, AR. We manage over $200 Million for Arkansans, 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.
Check out our most recent Barron’s article about municipal bonds.
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
2020 and 2021's Best Financial Advisors
2020 Top Financial Advisors Firms List
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:
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.
See What Our Clients Are Saying
My husband chose ClientFirst Wealth Management on the recommendation from a family member. We have been very pleased with Ed and his fast response to any questions or needs that we have. He takes his time with you and explains everything that you will need to know. We would definitely recommend to our friends and family! - LISA ELMORE, CLIENT
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?
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.