For many of life’s dreams and goals, managing finances is key to achieving them. A certified financial planner (CFP) licensee can help make the most of your resources and investments, navigating the barriers that arise in every stage of life. Not every 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. What you see here is that list to the best of our abilities. This list may not be exhaustive, although every effort was taken to make it so.
Below, you’ll meet some of these firms and individuals through paid promotional content. Whether they choose to advertise in the magazine has no bearing on this list.
Adams Brown Wealth Consultants
Don Rodgers
Alliant
David Jason Feilke
Ameriprise Financial Services
Robin Gann
Lester Matlock
Aptus Financial
Sarah Catherine Gutierrez
The Arkansas Financial Group
Rick Adkins
Kristina Bolhouse
Dr. Ralph Broadwater
Mary McCraw
Jake Spradlin
Bank of America
Matthew McDaniel
Bank OZK
Christopher Henry
Bass & Bell
Chris Bell
Brown Capital Management
Johnny Brown
Capital Rock Wealth Management
Brad Smith
ClientFirst Wealth Management
Edward Mahaffy
Community First Trust
Chelsy Shields
Corkern & Company
Barry Corkern
CrossCurrent WealthManagement
Roy Stephens
Edward Jones
Jeremy Booe
James Griffin
Robert Jackson
Kelly Journey
April Pollard
Joel Rice Jr.
Ethos Capital Group
Jay Michael Frederick
Stephen Northington
Fiduciary Wealth Management
Rocklin Senavinin
Financial Decisions
Nick Heinrich
Jon Lohr
Steve Osterink Jr.
Karron E. Wages
Financial Legacy Management
John W. Kelley
Alvin Rogers
Financial Management
John B. Robinson
First Command
Jason Jenkins
Forvis
Matt Wahl
Frink Family Financial
Kim D. Frink
Erin E. Homsy
G. Stephen White & Associates
G. Stephen White
Good Life Wealth Management
Scott Stratton
Gutierrez Wealth Advisory
David Gutierrez
Hartford Funds
Mike Monk
Hollar Wealth
Abigail Hollar
Ifrah Financial Services
Micah Brown
Stephen DeSalvo
Robert Harris
Frank Kelly
John Kelly
Kyle Pitts
Doug Spencer
Independent Financial Group
Al Deininger
Ipsen Advisor Group
Marshall Ipsen
Nick Merriweather
IQONIC Wealth Management
Mac Barnes
Todd Boswell
Nathan Kinard
Landmark Financial
Drew Holland
Breck Hopkins
Travis Teague
Legacy Capital Wealth Partners
Kevin Clark
Matt Jones
Jay Strickland
LifeSmart Financial
William Woodyard Jr.
Lighthouse Planning
David Kopittke
LPL Financial
William Gorman
John Strange
MAI Capital Management
Josh Danforth
Mendel Capital Management
Maureen Ruggiero
Meridian Investment Advisors
Jeff Mccoy
Marshall Moon
Merrill Lynch – Pierce, Fenner & Smith
Emily Bemberg
Matthew Black
Melissa Bradley
Edmond T. Burkett
Ross Burnett
Larry Chance
Andrea Dockery
David Dudley
James Kenny Gibbs
Gordon Hartley III
Trevor Holbert
Douglas Jackson
Michael Marquez
Douglas Menz
Justin Mitchell
Pledger Monk III
Sylas Robinson
Hatim Smouni
Chris Vincent
Kimberly Williams
Morgan Stanley
Jason Chacko
Derek Cisne
Joe Locke
Jeremy McDade
Scott McLeod
Mutual Group
Thomas Knight
Naviter Wealth
Blake Abston
Jordan Bauer
Bentley Blackmon
John Kornet
Caitlin M. McDaniel
Olympus Wealth Strategies
John Sidery
Petite Roche Wealth Management
Eric Ashburn
Larry Root
Piercy Whitt Group of Conservant Financial
Debi Piercy
Pinnacle Advisors
Victor Werley
Prime Capital Financial
Jason Gerber
Regions Private Wealth Management
Daniel Blair
Cynthia “Nikki” Reynolds
Christopher Ritchie
RetirePath Wealth
Dale Colclasure
Rivertree Wealth
Jacob Duke
Sean Hilliard
Justin Hobbs
Sagebridge Wealth Management
Sydney O’Quin Gilbert
Roger O’Quin
Simmons Investment Services
Chad Carlson
Sarah Hogue
Lisa Rabatin
Small Wealth Management
Ryan Bartholomew
Tara Cobb
Matthew Johnson
Madeline Orbin
Kymberlie Reed
Sound Capital
William Hoofman
Stephens
Phillip Butterfield
Cory Grummer
Richard Leeper
James Mitchell
Briant Noland
Thrivent Financial
Hector Felix
Transitions Wealth Management
Andrew Crone
James Martin
Trek Wealth Solutions
Justin Travis
UBS Financial Services
Hardy Winburn
United Capital Financial Advisors
Eric Hutchinson
Tim Long
Wells Fargo Advisors
Morgan Keyes
Wisdom Wealth Financial
Brandon Grable
Why a CFP?
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 earn 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.
Learn the Lingo
- AEP: Accredited Estate Planner
- AIF: Accredited Investment Fiduciary
- CASL: Chartered Advisor in Senior Living
- CDFA: Certified Divorce Financial Analyst
- CFE: Certified Fraud Examiner
- CFP: Certified Financial Planner
- ChFC: Chartered Financial Consultant
- CLU: Chartered Life Underwriter
- CPA: Certified Public Accountant
- CVA: Certified Valuation Analyst
- MAFF: Master Analyst in Financial Forensics
- MBA: Master of Business Administration
- PFS: Personal Financial Specialist
- QPFC: Qualified Plan Financial Consultant
- RICP: Retirement Income Certified Professional