How To Select A Financial Advisor You Can Trust

How To Select A Financial Advisor You Can Trust

| January 14, 2020
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There are no lack of choices when searching for a financial advisor, but how do you find one who shares your values, goes the extra mile, and can be trusted with your hard-earned money? 

At ClientFirst Wealth Management, our highest priority is to build long-term relationships with our clients and partner with them to help reach their financial goals. We go the extra mile to make sure we provide you with the service you deserve with a focus on integrity and comprehensive wealth management that is unbiased, transparent, and cost-effective. 

Ready To Experience The ClientFirst Wealth Management Difference?

At ClientFirst, we love answering your financial questions and walking with you on your financial journey. Our goal is to not only build lifelong relationships but also to help you find confidence in your financial future. If you would like more clarity on your finances, make sure you are on track for retirement, or want to spend less time on financial planning and more on the things you love, reach out to me at (501) 603-0406 or ed@clientfirstwm.com.

About Edward P. Mahaffy, MBA, CFP®, ChFC®

Ed founded ClientFirst Wealth Management 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 branch manager with Raymond James, 6 years as a vice president and portfolio manager with Merrill Lynch, and over 11 years as a financial advisor and fixed-income portfolio manager with Stephens, Inc. 

Designated as a Certified Financial Planner and Chartered Financial Consultant, Ed holds a Bachelor of Science in Business Administration from The Citadel and earned his MBA from the University of Arkansas. He has had articles published in The Arkansas Banker as well as Barron’s magazine and is a member of the National Association of Personal Financial Advisors (NAPFA). He is also the author of How To Select A Financial Advisor: The Least You Should Know.At ClientFirst, Ed is president and senior portfolio manager.

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