Why ClientFirst?

ClientFirst Wealth, Legacy & Estate Planning is an independent, fee-only registered investment advisor (RIA) and fiduciary based in Little Rock, AR, serving clients in Arkansas, Texas, Nevada, and Florida. We manage over $250 Million for our clients, offering cost-effective comprehensive financial planning and investment management tailored to your specific needs.

We offer decades of market experience, including customized tax-free municipal bond portfolios free of federal as well as state income tax for Arkansas residents.

Custom Financial Planning

We collaborate with you to create and maintain a holistic financial strategy designed around your goals and dreams.

CFP® Professional Standard

Though many may call themselves “financial planners,” CFP® professionals have completed extensive training requirements and are held to rigorous ethical standards.

No Commissions, Ever

Being a fee-only fiduciary means we’re dedicated to serving your best interest. No sales commissions or bonuses are paid for recommending certain strategies over others.

As Seen In

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Who We Work With

Our clients have saved at least $500,000 and are looking for a customized, tax-efficient approach to their financial needs. They include the following:

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Professionals

You have a strong household income but want to make sure you’re doing the right things with the money you earn. We work with executives, physicians, and business owners to create an intentional savings plan, construct a portfolio that makes sense for your family, and help minimize your tax liability.

Man talking on cellphone

Those Nearing Retirement

As you prepare to close the door on full-time work, we’ll guide you in coordinating your transition. We’ll look at every area of your money—helping you figure out when to take out Social Security, how to adjust your investments, and how to structure your income strategy.

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Those In Retirement

From being with your family to devoting time to your hobbies, you have a certain vision for how you want to spend your time. By creating a tax-informed income plan to support your health and desired lifestyle, we help make your vision a reality.

See What Our Clients Are Saying

"Second Generation client of ClientFirst Wealth Management. The name actually fits the company's business model. Characteristics that do justice to Ed's work and business ethics are, integrity, honesty, promptness, responding to questions or concerns, a knowledgeable professional, an excellent communicator, and attentive listener, and above all he treats his clients as he would his own family, always putting the client first, with compassion and kindness. All these qualities are increasingly hard to find in today's world. If you want an advisor who puts you first and takes your worry out of your investments, look no further."

- NANCY BELL-CLARK

My husband chose ClientFirst Wealth Management on the recommendation from a family member. We have been very pleased with Ed and his fast response to any questions or needs that we have. He takes his time with you and explains everything that you will need to know. We would definitely recommend to our friends and family!
- LISA ELMORE, CLIENT

I have been client with ClientFirst for more than a decade and have found that as a financial advisor, Ed Mahaffy is unsurpassed in his knowledge of both fixed income and equity markets. More importantly, his integrity and honesty leave me sleeping well at night knowing that he is more than just a fiduciary in name--he have proven that he truly has my best interests at the center of every decision he makes for my account. I know that Ed personally manages my portfolio specifically for my needs-no cookie-cutter portfolios here. If you are saving for retirement or are currently retired, you should set up a free consultation with ClientFirst and see how Ed Mahaffy can help you reach your financial goals.

- BRETT P., CLIENT

"ClientFirst Wealth, Legacy & Estate Planning with Ed Mahaffy provides a sense of comfort that he is constantly reviewing your portfolio and market opportunities. He has a deep level of commitment to his clients. As we prepared for and now enjoy our retirement, we wanted a strong partner to ensure we reach our ever-changing goals. Ed has provided and exceeded our expectations. We are able to concentrate on family, friends, and travel, knowing Ed Mahaffy is our financial partner, ever listening and communicating."

- MICHAEL NIFF

"We have had the pleasure of working with Ed as one of our financial advisors for several decades. Actually, it doesn't resemble 'work'... it's more like having pleasant conversations with a friend. We have found him to be very accessible, helpful, transparent, and genuinely interested in us and our well-being, not only as clients but truly as friends. Ed communicates with us in a timely and professional manner. He initiates the majority of these communications, but they are always on appropriate issues, questions, or concerns. Likewise, he always responds immediately or in a timely manner to our communication requests of him. Ed has our complete trust and confidence in all matters relating to our funds under his management."

- BURT SQUIRES

"Our family has worked with Ed Mahaffy and ClientFirst Wealth, Legacy & Estate Planning for over thirty years. Ed and his firm continuously operate with the highest ethical and fiduciary standards. I have, and will, recommend friends and clients use Ed and ClientFirst. I have worked with multiple good financial advisors. You will not find anyone better than ClientFirst."

- NEAL PENDERGRAFT

"Second Generation client of ClientFirst Wealth Management. The name actually fits the company's business model. Characteristics that do justice to Ed's work and business ethics are, integrity, honesty, promptness, responding to questions or concerns, a knowledgeable professional, an excellent communicator, and attentive listener, and above all he treats his clients as he would his own family, always putting the client first, with compassion and kindness. All these qualities are increasingly hard to find in today's world. If you want an advisor who puts you first and takes your worry out of your investments, look no further."

- NANCY BELL-CLARK

I have been client with ClientFirst for more than a decade and have found that as a financial advisor, Ed Mahaffy is unsurpassed in his knowledge of both fixed income and equity markets. More importantly, his integrity and honesty leave me sleeping well at night knowing that he is more than just a fiduciary in name--he have proven that he truly has my best interests at the center of every decision he makes for my account. I know that Ed personally manages my portfolio specifically for my needs-no cookie-cutter portfolios here. If you are saving for retirement or are currently retired, you should set up a free consultation with ClientFirst and see how Ed Mahaffy can help you reach your financial goals.

- BRETT P., CLIENT

"ClientFirst Wealth, Legacy & Estate Planning with Ed Mahaffy provides a sense of comfort that he is constantly reviewing your portfolio and market opportunities. He has a deep level of commitment to his clients. As we prepared for and now enjoy our retirement, we wanted a strong partner to ensure we reach our ever-changing goals. Ed has provided and exceeded our expectations. We are able to concentrate on family, friends, and travel, knowing Ed Mahaffy is our financial partner, ever listening and communicating."

- MICHAEL NIFF

"We have had the pleasure of working with Ed as one of our financial advisors for several decades. Actually, it doesn't resemble 'work'... it's more like having pleasant conversations with a friend. We have found him to be very accessible, helpful, transparent, and genuinely interested in us and our well-being, not only as clients but truly as friends. Ed communicates with us in a timely and professional manner. He initiates the majority of these communications, but they are always on appropriate issues, questions, or concerns. Likewise, he always responds immediately or in a timely manner to our communication requests of him. Ed has our complete trust and confidence in all matters relating to our funds under his management."

- BURT SQUIRES

"Our family has worked with Ed Mahaffy and ClientFirst Wealth, Legacy & Estate Planning for over thirty years. Ed and his firm continuously operate with the highest ethical and fiduciary standards. I have, and will, recommend friends and clients use Ed and ClientFirst. I have worked with multiple good financial advisors. You will not find anyone better than ClientFirst."

- NEAL PENDERGRAFT

"Second Generation client of ClientFirst Wealth Management. The name actually fits the company's business model. Characteristics that do justice to Ed's work and business ethics are, integrity, honesty, promptness, responding to questions or concerns, a knowledgeable professional, an excellent communicator, and attentive listener, and above all he treats his clients as he would his own family, always putting the client first, with compassion and kindness. All these qualities are increasingly hard to find in today's world. If you want an advisor who puts you first and takes your worry out of your investments, look no further."

- NANCY BELL-CLARK

These statements are from current clients and may not be representative of the experience of other clients and do not guarantee future performance or success; no compensation was exchanged for these recognitions. ClientFirst Wealth Management LLC is not aware of any material conflicts of interest between this client and the firm.

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Sound Like You?

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Your Partner in Building Your Future

With over three decades of experience, we bring you a time-tested process to improve your financial strategy. But our approach is not only evidence-based and grounded in research—it’s highly personal.

We enjoy getting to know all about you, your family and your hopes for the future. Through a relationship together, we’re dedicated to being your go-to call when you have a question, your partner in making critical decisions, and your support system as your life evolves.

Get to Know Us Better

Meet the Team

How To Select A Financial Advisor

Fee-Only Financial Advisors in Little Rock, AR

Optimize Resources | Minimize Taxes | Control Costs

Why ClientFirst?

Custom Financial Planning

CFP® Professional Standard

No Commissions, Ever

As Seen In

Who We Work With

Professionals

Those Nearing Retirement

Those In Retirement

See What Our Clients Are Saying

Sound Like You?

Your Partner in Building Your Future

Get to Know Us Better

How To Select A Financial Advisor