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Fee-Only Fiduciary Advisors Specializing in Retirement Planning and Income Solutions

At the most vulnerable financial transition of your life, you deserve the retirement you worked so hard for. 


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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.

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Who We Work With

Our clients are looking for customized, tax-efficient, and cost-effective retirement solutions. They include the following:

Man talking on cellphonePre-Retirees within 

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10 Years of Retirement

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and Retirees


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

"ClientFirst Wealth, Legacy & Estate Planning with Ed Mahaffy provides a sense of comfort that he is constantly reviewing your portfolio and market opportunities. He has a deep level of commitment to his clients. As we prepared for and now enjoy our retirement, we wanted a strong partner to ensure we reach our ever-changing goals. Ed has provided and exceeded our expectations. We are able to concentrate on family, friends, and travel, knowing Ed Mahaffy is our financial partner, ever listening and communicating."

- MICHAEL NIFF

"We have had the pleasure of working with Ed as one of our financial advisors for several decades. Actually, it doesn't resemble 'work'... it's more like having pleasant conversations with a friend. We have found him to be very accessible, helpful, transparent, and genuinely interested in us and our well-being, not only as clients but truly as friends. Ed communicates with us in a timely and professional manner. He initiates the majority of these communications, but they are always on appropriate issues, questions, or concerns. Likewise, he always responds immediately or in a timely manner to our communication requests of him. Ed has our complete trust and confidence in all matters relating to our funds under his management."

- BURT SQUIRES

"Our family has worked with Ed Mahaffy and ClientFirst Wealth, Legacy & Estate Planning for over thirty years. Ed and his firm continuously operate with the highest ethical and fiduciary standards. I have, and will, recommend friends and clients use Ed and ClientFirst. I have worked with multiple good financial advisors. You will not find anyone better than ClientFirst."

- NEAL PENDERGRAFT

"Second Generation client of ClientFirst Wealth Management. The name actually fits the company's business model. Characteristics that do justice to Ed's work and business ethics are, integrity, honesty, promptness, responding to questions or concerns, a knowledgeable professional, an excellent communicator, and attentive listener, and above all he treats his clients as he would his own family, always putting the client first, with compassion and kindness. All these qualities are increasingly hard to find in today's world. If you want an advisor who puts you first and takes your worry out of your investments, look no further."

- NANCY BELL-CLARK

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.

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Sound Like You?

Explore Our Services

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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. 

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Meet the Team

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