Managing Over
$300,000,000
Client retention over 90%
we provide access to tax attorneys and cpas without the expense associated with a family office.
Years of Experience
30+
CFP® Professionals
3
Collaborative Team
1
Retirees spend about 30 years accumulating their retirement savings. Over the last several decades, our Founder, Ed Mahaffy, CFP, has been advising clients and setting trends.
Ed's interest in financial planning started on a cotton and rice farm in Arkansas when despite the farm's best harvest ever it was failing thanks to quick-rising inflation. Looking at his father's face as he advised Ed to find another profession broke his heart and taught Ed how quickly a person's financial fate can change thanks to things out of their control.
He brings that folksy preparation and protective nature to his financial planning work, ensuring his clients can spend their retirement worry-free because he's scouted potential issues. Ed takes his wisdom earned through decades of direct experience, including when he designed and managed income portfolios for commercial banks for many years, and brings that experience to every retirement income solution he delivers to clients.
Ed recognizes the transition trap many Americans face because the financial advisor who helped them amass their wealth isn't specialized in understanding how to optimize their wealth distribution and keep them on track.
ClientFirst Wealth, Legacy & Estate Planning is designed to keep your hard-earned money in your pocket with planning-first pricing that keeps our incentives aligned with yours. Our team of wealth, tax and estate professionals serve clients across the country with offices located in Little Rock, Arkansas and Fort Worth, Texas.
