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®
Little Rock, AR

Serving Clients Nationwide

Fee-only fiduciary specializing in retirement income and legacy planning

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Areas of Focus

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

  • Financial Planning Association
  • National Association of Personal Financial Advisors

Primary Location

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

Video

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Fee Only
  • Flat Fee
  • Percentage of Assets Managed
  • Subscription

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

  • Exercising
  • Family
  • Reading

Who We Serve

  • Baby Boomers
  • Business Owners
  • Intergenerational Families
  • Living in Retirement

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Get answers to frequently asked questions regarding the services offered by Edward P. Mahaffy, MBA, CFP®, ChFC® View Disclosures

FAQs

Who does ClientFirst Wealth, Legacy & Estate Planning specialize in helping?
We specialize in serving retirees and pre-retirees, including those within about ten years of retirement or already living in retirement. Our focus is on the distribution phase of financial life, coordinating retirement income, tax strategy, investment management, and estate planning into one cohesive plan rather than treating each as a separate concern.
Are you a fiduciary, and how does your firm get paid?
Yes. We are a fee-only registered investment adviser and full-time fiduciary, which means we are legally and ethically bound to act in your best interest at all times. We do not sell products, earn commissions, or accept referral compensation. Our only compensation comes directly from our clients through advisory fees, keeping our advice objective.
Can you help me figure out how to turn my retirement savings into reliable income?
Yes, this is a core focus of our practice. We work with clients approaching or already in retirement to develop retirement income strategies, including tax-sequencing across account types, Social Security timing considerations, and fixed-income portfolio construction designed to provide dependable income while managing risk.

FAQ Disclosures

Still have questions? Contact us today and we’ll be happy to help.