A Fiduciary Standard Built on Independence and Experience
ClientFirst Wealth, Legacy & Estate Planning is an independent firm of fee-only fiduciary advisors and registered investment advisors (RIA) with offices in Little Rock, AR and Fort Worth, TX, serving clients nationwide.
We manage over $300 million in client assets and provide comprehensive financial planning, retirement planning, and investment management designed to align with your long-term financial goals.
Our advisors bring decades of experience helping individuals and families build sustainable retirement strategies, manage portfolio risk, and pursue tax-efficient income solutions. Through disciplined investment management and personalized planning, we focus on helping clients transition confidently into retirement while protecting and growing long-term wealth.
Custom Financial Planning
We collaborate with you to create and maintain a holistic financial strategy designed around your goals and dreams.
CFP® Professional Standard
Though many may call themselves “financial planners,” CFP® professionals have completed extensive training requirements and are held to rigorous ethical standards.
No Commissions, Ever
Being a fee-only fiduciary means we’re dedicated to serving your best interest. No sales commissions or bonuses are paid for recommending certain strategies over others.
As Seen In
Who We Work With
Our clients are looking for customized, tax-efficient, and cost-effective retirement solutions. They include the following:
Professionals
You have a strong household income but want to make sure you’re doing the right things with the money you earn. We work with executives, physicians, and business owners to create an intentional savings plan, construct a portfolio that makes sense for your family, and help minimize your tax liability.
Those Nearing Retirement
As you prepare to close the door on full-time work, we’ll guide you in coordinating your transition. We’ll look at every area of your money—helping you figure out when to take out Social Security, how to adjust your investments, and how to structure your income strategy.
Those In Retirement
From being with your family to devoting time to your hobbies, you have a certain vision for how you want to spend your time. By creating a tax-informed income plan to support your health and desired lifestyle, we help make your vision a reality.
See What Our Clients Are Saying
These statements are from current clients and may not be representative of the experience of other clients and do not guarantee future performance or success; no compensation was exchanged for these recognitions. ClientFirst Wealth Management LLC is not aware of any material conflicts of interest between this client and the firm.
Your Partner in Building Your Future
With over three decades of experience, we bring you a time-tested process to improve your financial strategy. But our approach is not only evidence-based and grounded in research—it’s highly personal.
We enjoy getting to know all about you, your family and your hopes for the future. Through a relationship together, we’re dedicated to being your go-to call when you have a question, your partner in making critical decisions, and your support system as your life evolves.
Get to Know Us Better
