Your Trusted Fort Worth CFP® Professionals
Fiduciary advisors with decades of experience, proudly serving Fort Worth
ClientFirst Wealth, Legacy & Estate Planning was founded in 2007 by experienced portfolio manager and financial advisor Edward P. Mahaffy, MBA, CFP®, ChFC®. Mr. Mahaffy’s insights on retirement income strategies have been featured in The Wall Street Journal, Barron’s, and other business and financial media. Since then, our firm has grown thanks to the long-term relationships we’ve cultivated with clients.
With a team of experienced CFP® professionals, an estate planning attorney, and other professionals representing years of financial planning experience, we now manage over $300 million in assets and have an extremely high client retention rate. For clients nearing or in retirement, we provide cost-effective advisory and a proven approach to wealth management with a focus on safety as well as compound growth.
Ed has had three articles on bonds published by Barron’s Magazine in the past three years alone and has been featured in The Wall Street Journal as well.
Now Open in Fort Worth
We’re excited to announce the opening of our new Fort Worth office located at 4200 Hulen Street, Suite 417, at the corner of Hulen Street and Overton Plaza.
With the addition of this inviting new physical office location, we’re able to provide an even more personalized experience for clients in the Dallas-Fort Worth metroplex.
And while you might be tempted to call us the “new kid on the block,” we’ve actually been helping Texas wealth management clients realize their financial and retirement planning goals for over 30 years.
Our Services in Fort Worth
As always, ClientFirst focuses exclusively on retirees and those within ten years of retirement. The fee-only, fiduciary professionals in our Fort Worth office provide the same comprehensive services that our clients nationwide have come to rely on.
Unlike competitors who require you to transfer assets, we do not. For clients who need help with asset management, we charge 0.48%.
Clients pay a monthly membership fee of $400. Our basic service includes four quarterly meetings, each with a dedicated objective: budgeting; tax-optimization, including estate planning and account distribution sequencing strategy; portfolio stress-testing results; and market outlook. Clients can schedule additional meetings at any time. We continuously monitor your plan to address developing risks as well as opportunities. Premier financial planning isn’t about having a static plan that is reviewed once a year. It’s about having a dynamic process that allows you to make wise decisions in the face of life’s uncertainties. And tax efficiency isn’t just about this year’s tax bill; it’s about optimizing your tax situation over your lifetime and potentially generations to come.
We deliver comprehensive financial planning that aligns your investments, income, taxes, and legacy goals into one coordinated strategy designed to give you clarity and confidence.
We take a comprehensive approach to retirement planning, reviewing everything from Social Security and healthcare decisions to your retirement accounts to create a coordinated income strategy aligned with your lifestyle.
Our investment management is disciplined, evidence-based, and tailored to your goals, risk tolerance, and income needs, always guided by our fiduciary responsibility.
We proactively identify tax-efficient strategies to help reduce lifetime tax liability, including retirement account withdrawals, Roth planning, and coordination with your tax professional.
We help structure your assets to reflect your wishes, safeguard your family, and support a smooth wealth transfer
For business owners approaching retirement, we help integrate exit planning, income strategies, and tax considerations into a clear plan for transitioning from business income to retirement income.
In providing these services, we apply our extensive experience to customize retirement income strategies.
Meet Our Newest
Team Member
Will Mahaffy brings a unique blend of business experience and legal acumen to ClientFirst Wealth, Legacy & Estate Planning.
Will graduated magna cum laude from Texas Christian University (TCU) with a BBA in Accounting, and after a successful start in property accounting, he pursued his Juris Doctorate at Texas A&M University School of Law, graduating cum laude.
Will’s transition to law was driven by a desire to serve others, leading him to discover his interest in estate planning. While working at the Texas A&M Probate and Estate Legal Clinic, he witnessed firsthand the immense impact thoughtful estate planning can have on families. Will’s core belief is that estate planning is about more than drafting documents; it is about safeguarding legacies, caring for loved ones, and removing their anxieties during difficult times.
Will’s work on behalf of our Fort Worth clients is fortified by collaboration with ClientFirst team members Rocklin Senavinin, CFP®, Tami Borland, CFP®, and our firm’s president and senior portfolio manager, Edward P. Mahaffy, MBA, CFP®, ChFC®.
Why Fort Worth
Clients Choose Us
- As fiduciary financial advisors, we work to a higher standard. Our loyalty is to our clients, even if it means forgoing potential profit.
- With an emphasis on serving retirees and pre-retirees, we understand the challenges presented by retirement and have helped our clients successfully navigate them for decades.
- We are not setting up shop in Fort Worth to be just another advisory firm; we want to be THE advisory firm solely focused on retirees and pre-retirees.
From the author of How to Select a Financial Advisor: The Least You Should Know
With decades of experience guiding investors through complex markets, Ed Mahaffy has long championed transparency, integrity, and the fiduciary standard of care.
The fiduciary standard, as defined in the Investment Advisers Act of 1940, imposes a legal requirement that the financial advisor act in clients’ best interests and fully disclose all sources of compensation, as well as any potential conflicts of interest.
The suitability standard, by contrast, requires only that recommendations are suitable—not necessarily the best or most cost-effective.
Imagine if there were two different standards of care among doctors… Shouldn’t you do the same when seeking financial advice?
— Ed Mahaffy, How to Select a Financial Advisor: The Least You Should Know
Let’s Get Started
Ready to Start Planning?
Schedule a meeting at our Fort Worth office today.
