Like most people, you have hopes and dreams and life goals for yourself and your family. Managing your finances is the key to achieving those dreams and goals, helping you navigate the financial barriers that inevitably arise in every stage of life.
Handling your personal finances is ultimately your responsibility, but you don’t have to do it alone. A qualified financial planner, such as a certified financial planner (CFP) licensee, can help you make decisions that make the most of your financial resources.
Our advice? Don’t skimp on the CFP designation. Those three letters indicate someone is qualified in financial and investment planning, and that they provide an honest fiduciary benefit to their clients. Not everyone who calls themselves a financial advisor can say that.
The Soirée team worked with the CFP Board and internal research efforts to compile a list of financial planning firms in the city who have CFPs on staff. Below is that list to the best of our abilities; this list may not be exhaustive, although every effort was taken to make it so.
Follow the links on this page to read paid profiles of firms and individuals who chose to participate in this section so that you might gain more knowledge of their abilities, philosophies, compensation structures and beyond.
Ameriprise Financial Services Inc.
James Eric Ashburn
Bob R. Chambers
Brian Curry
Robin Gann
Loren M. Ipsen
Carl Irico
Lester P. Matlock
Randy Price
Larry R. Root
Ameriprise Financial – White & Associates
G. Stephen White
Aptus Financial Services
Sarah Catherine Gutierrez
The Arkansas Financial Group Inc.
Fredrick E. Adkins
Kristina Bolhouse
Ralph Broadwater
Mary E. McCraw
CFP practitioners are licensed and regulated by the Certified Financial Planner Board of Standards Inc. By virtue of their CFP license, granted by the board, CFP professionals are held accountable to the board’s code of ethics for their financial planning activities.
Most CFP professionals are dedicated to using the financial planning process to serve the financial needs of individuals, families and businesses. All CFP professionals have earned at least a four-year college degree and have completed a course of study in financial planning approved by the board. All CFPs are also required to have 30 hours of continuing education credit every two years, with at least two of those hours being an approved ethics course.
The ASA Group
Michael E. Kepesky
Bankers Life
Lanita Wheetley
Barry M. Corkern & Co. Inc.
Barry M. Corkern
Brown Capital Management
Johnny R. Brown
Carrus Financial Management
Ryan Michael Carrus
ClientFirst Wealth Management
Edward P. Mahaffy
Conger Wealth Management
Cynthia L. Conger
Abigail C. Hollar
CrossCurrent Wealth Management, LLC
Roy W. Stephens
Edward Jones
Kelly Journey
Encompass Financial Partners
David G. Kopittke
Fiduciary Wealth Management
Edward P. Mahaffy
Rocklin D. Senavinin
Financial Decision, Inc.
Karron E. Wages
Financial Legacy Management Inc.
John W. Kelley
John B. Robinson
Alvin Rogers
Ifrah Financial Services Inc.
Micah Brown
Stephen Henry DeSalvo
Ryan M. Fuchs
Bobby Harris
Frank M. Kelly
John Kelly
Kyle Pitts
Douglas J. Spencer
Independent Financial Advisors
John M. Mueller
CFP: Certified Financial Planner
CPA: Certified Public Accountant
PFS: Personal Financial Specialist
AIF: Accredited Investment Fiduciary
CLU: Chartered Life Underwriter
ChFC: Chartered Financial Consultant
MBA: Master of Business Administration
CIMA: Chartered Institute of Management Accountants
CFA: Chartered Financial Analyst
C(k)P: Certified 401(k) Professional
CRPC: Chartered Retirement Planning Counselor
CPWA: Certified Private Wealth Advisor
CPFA: Certified Plan Fiduciary Advisor
CDFA: Certified Divorce Financial Analyst
LifeSmart
William Howard Woodyard
Legacy Capital
Joshua E. Danforth
Matt Jones
Martin Seagraves Wealth Management
James Martin
MassMutual
David G. Kopittke
Meridian Investment Advisors
David “Jason” Feilke
Merrill Lynch & Co., Inc.
Edmond T. Burkett
James K. Gibbs
William D. Gorman
Merrill Lynch, Pierce, Fenner & Smith Inc.
Melissa W. Bradley
Douglas W. Menz
Justin T. Mitchell
Pledger E. Monk
Hatim Smouni
Gilbert L. Weisbecker
Lanita Wheetley
Morgan Stanley
Jason Chacko
Joe H. Locke
Fred O. Roberson
Northington Investment Group
Stephen M. Northington
Northwestern Mutual Wealth Management Co.
Todd Christian Boswell
Nathan Daniel Kinard
Platinum Portfolio Investments, LLC
Eric Miller
Prime Capital Investment Advisors
Jason A. Gerber
Raymond James & Associates
Christopher O. Bell
Michael E. Kepesky
RetirePath
Dale E. Colclasure
Smith Capital
Austin Blair Bryan
Simmons First Investment Group Inc.
Chad H. Carlson
Lisa J. Rabatin
Stephens, Inc.
Phillip Butterfield
Cory Denise Grummer
William Hoffman
John Kornet
James R. Mitchell
Tax Efficient Asset Movement, LLC
Frank B. Howell
TD Ameritrade
David Corkum
Thrivent Financial
John S. Knoernschild
UBS Financial Services
Derek B. Cisne
David Gutierrez
Jeremy E. McDade
Hardy L. Winburn
United Capital Financial Advisers, LLC
Eric Hutchinson
Timothy Long
Wages Financial Decisions Inc.
Karron E. Wages
Wells Fargo Advisors
Andrew Charles Crone
Sydney Gilbert
Morgan Keyes
Roger Louis O’Quin
W.M. Lloyd Co.
William M. Lloyd
Zeiders Enterprises
William Hoofman