We're not a securities broker-our revenue comes strictly from account management fees, never sales commissions. Our independent, unbiased approach ensures that we always act in your best interests. We have fiduciary legal obligation to each client.
At ClientFirst, we take the time to understand your long-term necessary goals and work with you to meet them.
Service: When you partner with us, you'll receive prompt, personalized attention from a dedicated financial specialist. We devote as much time as it takes to provide our clients with the information and peace of mind they deserve.
Retention: ClientFirst has very high client retention. We concentrate on client satisfaction and on building long-term relationships.
Value: Our fees are very competitive and with our a la carte services, you'll only pay for the services you need. At ClientFirst Wealth Management, LLC., you'll work directly with your portfolio manager instead of marketing personnel. This direct interaction eliminates unnecessary expenses, and the significant savings are passed on to you.
Expertise: Founder and senior portfolio manager Edward Mahaffy has over 33 years of investment experience and oversees each portfolio.
Flexibility: You can hold your securities wherever you wish. Although ClientFirst offers account custody through Raymond James, our clients hold their securities anywhere they wish.