About Us

For an independent Registered Investment Advisor, standing at your side also means watching your back. 

ClientFirst Wealth Management, LLC is an independent registered investment advisor specializing in customized, cost-effective planning and investment management for individuals, trusts and financial institutions.

Our sole source of revenue is the fees we receive from our clients. We have a fiduciary obligation to each client. This means that always acting in your best interests is not only a promise, but also our legal obligation.

We understand the importance of affordable financial services. Our fees are very affordable and with our a la carte services, you’ll only pay for the services you need. At ClientFirst Wealth Management, you’ll work directly with your portfolio manager instead of marketing personnel. This direct interaction eliminates unnecessary expenses, and the savings are passed on to you. Our cost-effective, customized approach emphasizes the value of exchange-traded index funds (ETFs) and individual bonds as opposed to mutual funds.

We focus on long-term relationships and have a client-retention rate of 99%.

News & Events

• The Arkansas Banker features article by Ed Mahaffy read more
• ClientFirst featured in Arkansas Business read more
• ClientFirst recognized in Financial Advisor Magazine read more
• Local Financial Advisor Joins Leading National Organization read more
• ClientFirst has been selected as One of The Ten Most Dependable™ Wealth Managers of the Southeast United States read more

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