Financial Advisors in Searcy, Arkansas (White County)

At FWM we understand that individuals may not fully understand the complexities of planning for retirement. We are committed to helping clients overcome this issue. We provide comprehensive wealth management and planning strategies tailored to our client's individual needs. Our streamlined results are easy to interpret, incorporate state-of-the-art planning tools and technology, and give careful consideration to tax-related and estate planning concerns.... See More

Mary McCraw, CFP
We offer our comprehensive planning services with "no minimums" for investment assets. We don't just invest client money: we make sure our clients are making good financial decisions. Our fee structure accomodates a $10 million client as well as a $200,000 client. Our "best fit" clients tend to have the following characteristics:Disciplined SpenderRealistic InvestorCollaborative Delegator We help clients set up systems where they can "self monitor" their spending and progress on investment goals, instead of using budgets. Our role is to model the current course of action, so clients can make their own decisions on savings, major purchases, and other goals. We understand personal finances and investing can be time consuming and complex. Our fresh approach is to break it down into bite size goals and tasks, so our clients can make progress easily over time, and not become overwhelmed with attempting to complete many goals all at once. ... See More

Cynthia Conger, CFP, CPA/PFS
Comprehensive wealth management that includes financial planning (including annual updates), asset management, and tax preparation.

Edward Mahaffy, CFP, ChFC, MBA
ClientFirst provides financial planning and investment management. We help clients identify and achieve realistic goals. Each portfolio is designed and managed according to each client’s particular needs. All clients work directly with a senior portfolio manager. Our fee schedule is very reasonable and easy-to-understand. There is no minimum account size although we have a minimum annual fee of $2,500. Client retention is very high. ... See More