Company Overview
Company Name
ClientFirst Wealth, Legacy & Estate Planning
Address
1501 N University Ave #715, Little Rock, AR, 72207, United States
Website
clientfirstwm.comPhone
(501) 603-0406Established
2006
About ClientFirst Wealth, Legacy & Estate Planning
ClientFirst Wealth, Legacy & Estate Planning is an independent, fee-only registered investment advisor (RIA) and fiduciary based in Little Rock, Arkansas. Established in 2006, the company manages over $250 million for clients in Arkansas, Texas, Nevada, and Florida, offering comprehensive financial planning and investment management services tailored to their specific needs.
Frequently Asked Questions about ClientFirst Wealth, Legacy & Estate Planning
Technologies Used
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Social Profiles
Key Decision Makers
Ed Mahaffy President and Senior Portfolio Manager