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About ClientFirst Wealth Management

Financial Advisors in Little Rock, AR

ClientFirst Wealth Management, LLC. is a Fee-Only Registered Investment Advisor and Fiduciary. As financial advisors in Little Rock, AR, we specialize in financial planning and investment management for individuals--managing over $150,000,000 for Arkansans. ClientFirst specializes in comprehensive wealth management. The typical account is over $1,000,000 and many clients are either retired or nearing retirement. Client retention is very high and references are available upon request. Minimum account size is $100,000, but exceptions are made ClientFirst does not sell products or receive commissions.

Ed founded ClientFirst Wealth Management, LLC. in 2007, after more than 23 years in the wealth management industry. Prior to launching ClientFirst, he spent 6 years as a Portfolio Manager and independent Branch Manager with Raymond...

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Jen originally is from Lake Charles, LA, but grew up in the Fort Worth, TX area, graduating with honors from Haltom High and Texas Woman’s University. After working in professional theatre for several years, Jen settled down to...

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Roc has nearly 20 years of experience in the financial services industry and has dedicated his career to helping individuals live comfortably in retirement He works with individuals and families on their financial planning and complete...

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