You want to make the best decisions for your money. But so much of the information out there is cookie-cutter, contradictory, and downright overwhelming. Don’t you wish you had a way to design a plan with clear steps and tailored to your individual situation in order to achieve your unique goals?
That’s why ClientFirst Wealth Management exists. We believe you deserve to work with an experienced and knowledgeable partner who is just as committed to building the future you desire as you are.
What We Do
As a fee-only, fiduciary wealth management firm, our mission is to get to know and understand your needs, wants, and long-term goals and help you develop, implement, and monitor a strategy that will get you from point A to point B.
From managing debt to saving for college to retirement, our comprehensive personal wealth management services, combined with our energy and commitment, are focused on you and your satisfaction.
How We Work
We believe successful planning must be an ongoing process in order to address the impact of life changes, milestones, and market fluctuations. Our proven process starts with building a thorough understanding of you and your life, what makes you tick, what keeps you up at night, and what you dream of for the future. We dig into what you believe about saving, spending, and investing and use what we learn as the foundation for your customized plan. After putting your money into action and implementing your plan, we continually monitor your portfolio and regularly check in with you to make sure your plan is still set up to meet your financial needs.
Who We Serve
While we serve a diverse range of clients, the majority of them are high-net-worth individuals nearing retirement. Despite differences in age and profession, all face financial decisions and challenges that need the touch of someone who is committed to guiding them to their ideal future.
There’s a reason ClientFirst enjoys a client retention rate of well over 90%. Our clients tell us that they work with us because they trust us to always go the extra mile for them. Our fiduciary status gives them confidence that everything we do and say is for their benefit. They also know that we are committed to providing unparalleled service, continually learning and gaining experience so we can add value to their lives. Our clients appreciate that we follow through on our word and treat them like family.
Our Hope For You
Through our services, planning process, and high-touch approach, we hope you can focus on your passions in life and sleep better at night knowing your finances are being watched over by a dedicated and trusted team of professionals.
Are you looking for a financial partner you can trust to objectively guide you toward your goals and help you navigate your financial milestones? If you’d like to learn more about our unique process and see if we would be a good fit, reach out to us at (501) 603-0406 or firstname.lastname@example.org.
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 is also a member of the Financial Planning Association (FPA). Ed 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.