Edward P. Mahaffy, MBA, CFP®, ChFC®

Fee-only fiduciary specializing in retirement income and legacy planning

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ClientFirst Wealth Management Edward P. Mahaffy, MBA, CFP®, ChFC®

Serving Clients Nationwide

Fee-only fiduciary specializing in retirement income and legacy planning

(501) 603-0406

Website

Areas of Focus

Retirement Income Planning
Retirement Planning
Investment Management
Estate Planning
Tax-Efficient Planning
High Net Worth
Legacy Planning
Withdrawal Sequencing

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

Hi, I'm Edward Mahaffy. I'm the President and Senior Portfolio Manager of ClientFirst Wealth, Legacy & Estate Planning. I founded ClientFirst Wealth in 2007 after more than 23 years in the wealth management industry. Prior to launching ClientFirst, I spent 6 years as a portfolio manager and independent branch manager with Raymond James Financial Services, Inc., 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™ professional and Chartered Financial Consultant, I hold a Bachelor of Science in Business Administration from The Citadel and earned my MBA from the University of Arkansas. I have had articles published in numerous publications, including Barron's magazine. I am a member of the National Association of Personal Financial Advisors (NAPFA) as well as the Financial Planning Association (FPA). Outside the office, I enjoy spending time with my family, outdoor activities, reading, and exercising.

Professional Designations

CERTIFIED FINANCIAL PLANNER ®
Chartered Financial Consultant (ChFC)
Master of Business Administration (MBA)

Affiliations

National Association of Personal Financial Advisors
Financial Planning Association

Primary Location

1501 N University Ave, Suite 715, Little Rock, AR 72207

Video

https://vimeo.com/1022204753?fl=pl&fe=cm

Meeting Options

Video Conference
In-Person
Phone

Book Intro Call

Compensation Methods

Fee Only
Percentage of Assets Managed
Subscription
Flat Fee

What to expect in the first meeting

Click the 'Book Intro Call' button above to get in touch and schedule a free introductory conversation. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.

Offers Investment Management

Yes

About ClientFirst Wealth Management

ClientFirst Wealth, Legacy & Estate Planning is a fee-only, fiduciary financial planning firm founded in 2007 by Edward P. Mahaffy, with offices serving clients from Little Rock, Arkansas and Fort Worth, Texas. Who We Serve We exclusively serve retirees and pre-retirees, focusing on those within ten years of retirement or already retired. Rather than concentrating on gathering assets, our priority is the integrity of the advice itself and the long-term relationships and trust we cultivate with those we serve. Our Services Our team of experienced CFP® professionals and an estate planning attorney provide comprehensive financial planning, investment management, retirement income planning, retirement plan advisory services, and customized tax-exempt municipal bond portfolios. Income, tax, investment, and estate planning strategies are each given dedicated attention so that every decision reflects a client's total financial picture. Transparent Pricing As a fee-only fiduciary, we don't earn commissions, sell products, or require clients to move their accounts to work with us. Clients who want professional asset management are charged a transparent fee, and our core planning relationship is also available through a monthly membership arrangement, separating the quality of our advice from the location of a client's assets. Investment advisory services are offered through ClientFirst Wealth Management, LLC, a fee-only investment adviser registered with the SEC.

Education

University of Arkansas, Master of Business Administration | The Citadel, Bachelor of Science, Business Administration

Hobbies and Interests

Family
Reading
Exercising

SEC Lookup

View Disclosure

Who We Serve

Living in Retirement
Baby Boomers
Business Owners
Intergenerational Families

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