Clientfirst Wealth Management, LLC
ClientFirst Wealth Management, LLC is an independent, fee-only registered investment adviser (RIA) headquartered in Little Rock, Arkansas. Founded by Ed Mahaffy, the firm specializes in comprehensive financial planning, wealth management, legacy and estate planning, and customized tax-free municipal bond portfolios, serving clients primarily in Arkansas, Texas, Nevada, and Florida. The firm manages over $250 million for a select clientele including professionals, retirees, and those nearing retirement. With more than three decades of market experience, ClientFirst Wealth Management's team provides highly personal, evidence-based, and fiduciary financial management. The team is small—approximately two employees—and emphasizes a rigorous, customized approach and a high-touch relationship with clients.
Investment Strategy
ClientFirst Wealth Management employs an evidence-based, holistic, and highly personal approach to investment management, focusing on the individual goals and tax situations of each client. Their strategies include customized tax-efficient municipal bond portfolios, diversified equity and fixed income solutions, and retirement income planning. The firm follows a fee-only fiduciary model—avoiding sales commissions—to ensure client interests remain central. Their approach combines deep market research, active portfolio management, and targeted financial planning for each client, with a particular expertise in tax optimization for Arkansas residents and those transitioning into or living in retirement.
Top Holdings
Equity Positions (48)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DDS | DILLARDS INC | 46.24% | $45.2M | 108,282 | $431.74 | $417.83 | +$4.7M |
I IWF | ISHARES TR | 12.26% | $12.0M | 28,264 | $401.58 | $424.58 | +$1.8M |
S SPY | SPDR S&P 500 ETF TR | 5.02% | $4.9M | 7,950 | $585.78 | $617.85 | +$464.8K |
V VOO | VANGUARD INDEX FDS | 4.02% | $3.9M | 6,920 | $539.02 | $568.03 | +$400.2K |
A AAPL | APPLE INC | 3.02% | $3.0M | 14,402 | $250.01 | $205.17 | -$215.4K |