Fiduciary Financial Advisors in Little Rock, AR
Fee-Only Wealth Management and Retirement Planning for the Mid-South
Providing objective, experienced guidance for those within 10 years of retirement or already in retirement.
A Legacy of Fiduciary Excellence
At ClientFirst Wealth, Legacy, & Estate Planning, we believe financial wealth is built on a foundation of transparency and insight. While many firms focus on gathering assets, our priority is the integrity of the advice itself and the long-term relationships and trust we cultivate with those we serve.
Founded in 2007 by Edward P. Mahaffy, MBA, CFP®, ChFC®, our firm has spent decades serving as a dedicated partner to clients navigating the complexities of wealth management and retirement income. We exclusively serve retirees and pre-retirees.
An Established Presence in Little Rock
ClientFirst Wealth, Legacy & Estate Planning has long served families throughout Arkansas, providing thoughtful guidance on retirement income, tax strategy, and wealth management. Our office in Little Rock, located in the Prospect Building, reflects our ongoing commitment to delivering personalized, high-touch service to clients across the region.
For more than 30 years, our team has worked with individuals and families navigating complex financial decisions as they approach and move through retirement. That experience continues to guide the relationship we build here locally—where strategy and personal attention come together.
Specialized Suite of Services
A comprehensive view of your legacy, making every decision with your total financial picture in mind
Sophisticated strategies designed to transform a lifetime of savings into a sustainable, tax-efficient income stream
A disciplined, cost-effective approach to portfolio growth with a steadfast focus on risk mitigation
Tax-efficient strategies tailored specifically for Arkansas residents to help optimize after-tax returns
Experienced guidance for business owners and individuals looking to optimize their qualified retirement accounts
ClientFirst Wealth, Legacy & Estate Planning pulls together every facet of your financial life to develop a cohesive strategy aligned with your values and objectives. Our Little Rock team utilizes a proven step-by-step process to understand your goals, assess your current standing, and close the gaps toward the future you envision.
The Fiduciary Difference: Our Fee Structure
As fiduciary advisors, we are legally and ethically bound to act in your best interest at all times. We provide a transparent, straightforward pricing model that separates the quality of our advice from the location of your assets. We do not sell products.
Flexible Engagement Options
Three Decades of Guiding Retirees Home
Our firm is led by a team of experienced CFP® professionals and an estate planning attorney. President Edward P. Mahaffy’s insights have been featured numerous times in The Wall Street Journal and Barron’s, reflecting the high standard of technical capability we bring to our Little Rock clients.
The ClientFirst Wealth, Legacy &
Estate Planning Little Rock Team
Frequently Asked Questions
It means our only compensation comes directly from our clients. We do not accept commissions or “kickbacks” for recommending specific financial products, keeping our advice objective.
No. This is a significant differentiator for our firm. While many advisors require you to move your accounts to their specific platform to receive advice, we do not. We can provide comprehensive planning and oversight for your assets right where they are currently held. If you do choose to have us manage your accounts directly, we offer a transparent investment management fee of 0.48%.
We focus exclusively on retirees and pre-retirees (typically those within 5 to 10 years of retirement) who value a long-term relationship.
Our standard process includes four structured quarterly meetings, each with a specific objective (such as tax sequencing or stress-testing). However, as your partner, we are available to schedule additional consultations whenever life changes or questions arise.
Beyond our fee-only fiduciary status, our approach is defined by a dynamic, step-by-step process. We don’t just provide a static plan that’s reviewed once a year; we offer a living strategy that integrates financial planning, retirement income solutions, and tax optimization. This allows you to make wise decisions in the face of life’s uncertainties while focusing on both safety and compound growth.
Tax efficiency is a core component of our quarterly meeting cycle. We focus on tax optimization, which includes estate planning and account distribution sequencing strategies. By determining the most efficient way to draw from your various accounts, we aim to optimize your tax situation over your lifetime—and potentially for generations to come.
Let’s Get Started
Schedule a meeting at our Fort Worth office today.
Schedule a Meeting in Fort Worth
Fort Worth Office
4200 S. Hulen Street Suite 417 Fort Worth, TX 76109