About Us

ClientFirst Wealth Management, LLC. is a fee-only Registered Investment Advisor and fiduciary registered with the SEC. ClientFirst provides financial planning and investment management to individuals--managing over $180,000,000 for Arkansans. ClientFirst specializes in retirement- income strategies that maximize income without sacrificing opportunities for growth. The typical account is over $1,000,000 and most clients are either retired or nearing retirement. Client retention is well over 90% and references are available upon request. Minimum account size is $500,000. 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...

Read more

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...

Read more