Edward Mahaffy, MBA, CFP, ChFC

President and Senior Portfolio Manager

ClientFirst Wealth Management
Little Rock, Arkansas, USA

Financial Services

Professional Summary

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our approach is cost-effective and tax-efficient. As an independent investment advisor, we can offer you a personalized financial strategy, not a generic investment program. Your individual portfolio will be based on your unique situation, your values, your preferences and your goals. It will be designed to account for change, in the markets and in your circumstances.

As your professional partner, we'll work hard to earn your trust and confidence, and provide the advice and service you deserve. Send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

Request A Copy of "How To Select A Financial Advisor" at

https://www.clientfirstwm.com/download-my-book

You can reach me directly at ed@clientfirstwm.com or call 501.603.0406

Learn More

Languages

  • English

Industry Experience

    • Wealth Management
    • Wealth Management
    • Investment Banking

Experience

ClientFirst Wealth Management
Little Rock, Arkansas, USA 72207
President and Senior Portfolio Manager
Financial Services
2007 - Present
Responsible for advising high net worth individuals on comprehensive financial planning strategies. Many of our clients are referred by tax professionals who we work closely with to ensure the best possible tax-free outcome for their clients.

Also provide complimentary CPE webinars to tax professionals on "How To Offer Wealth Management Services As A Small CPA Firm". Register for next event at this link: https://www.clientfirstwm.com/how-to-offer-wealth-management-services-as-a-small-cpa-firm-webinar
Raymond James Financial Services
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Merrill Lynch
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Stephens Inc.
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Financial Advisor
Financial Services

Education

BS, Business Administration
The Citadel
Charleston, South Carolina, United States
MBA
University of Arkansas Little Rock
Little Rock, Arkansas, United States

Professional Certifications

Certified Financial Planner (CFP)
Active
Chartered Financial Consultant (ChFC)
Active

Associations and Societies

  • National Association of Professional Financial Advisors (NAPFA)
  • Financial Planning Association (FPA)


Click To Write A Review

We encounter many tax and financial planning professionals in our community. We encounter those who are considered the top 1% in their area of expertise. Ed Mahaffy is one of the most outstanding comprehensive financial planning professionals you will ever meet. If you seek a man of integrity, a person you can trust 100% to advise you on your wealth, you should contact Ed for financial planning.

Download his complimentary book, “How To Select A Financial Advisor” to gain a sense of who he is as a wealth management professional, and how he advises wealthy clients on comprehensive financial planning. It is a must read for everyone.

I tell friends, colleagues and tax professionals, in my view, Ed Mahaffy is one of the best in the financial advisory profession. He has my highest and most trusted recommendation as a wealth manager.

Kat Jennings, CEO
TaxConnections Inc.
Edward Mahaffy, MBA, CFP, ChFC
Little Rock, Arkansas, USA
President and Senior Portfolio Manager
ClientFirst Wealth Management

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