About ClientFirst Wealth Management

ClientFirst Wealth Management, LLC. is a Fee-Only Registered Investment Advisor and Fiduciary. ClientFirst provides financial planning and investment management to 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 $500,000, but exceptions are made ClientFirst does not sell products or receive commissions.

To reserve your advance copy of Ed Mahaffy’s book, "How to Select a Financial Advisor: The Least You Should Know", call (501) 603-0406 or email ed@clientfirstwm.com.

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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Emerald Investment Partners (Cary, NC) Director of Operations 2013-2017 UBS Financial Services (Raleigh, NC) Registered Client Service Associate 2012-2013 UBS Financial Services (Baltimore, MD) Registered Client Service Associate...

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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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