Best Financial Advisors in Conway

2022

Acadian Wealth Management

• Certified Financial Planner (CFP)

Acadian Wealth Management serves professionals and business owners in Conway and the surrounding communities. The company helps clients identify their short-term and long-term goals and builds plans based on these objectives, including educational funding, retirement income, and investments. Additionally, the firm offers portfolio management services and works with employers that require assistance regarding 401(k) plans. Acadian's manager and principal, Gerald Crochet, is a Chartered Financial Consultant. He has been providing wealth creation and preservation strategies since 1993.

Barry M Corkern and Company, Inc

• Retirement Planning
• Certified Financial Planner (CFP)

Barry M. Corkern and Company, Inc., has been serving clients in Conway for over 40 years. It offers financial advisory services that help individuals, families, and business owners achieve their personal goals. The firm examines clients' risk tolerance, manages investments based on the modern portfolio theory, and creates financial plans using mathematical analysis and forecasting. Founder Barry M. Corkern has testified in over 75 cases as a financial management expert. He was also featured in Medical Economics and USA Today for his financial industry insights.

Cardinal Investment Group

The Cardinal Investment Group is a Conway-based agency that assists local clients and residents of surrounding metros. It offers comprehensive and consultative counsel in matters involving retirement, estate, and college planning, as well as annuities, bonds, and IRAs. It devises long-term investment strategies that match its clients' risk tolerance to help protect their assets and preserve their income and financial situation. Its team, which includes CFP Gail Murdoch, also assesses factors such as probabilities, tax efficiencies, and legacy issues when creating an appropriate financial plan.

ClientFirst Wealth Management

• Certified Financial Planner (CFP)

Founded in 2007, ClientFirst Wealth Management serves clients in Conway and the surrounding areas. It creates custom goal-based financial plans for professionals and retirees to help them take charge of their future. It assists clients through a step-by-step process in the areas of retirement planning, investment management, and tax-free municipal bond portfolios to build, protect, and transfer their wealth. It also conducts ongoing reviews to monitor financial progress. The firm has been featured in CBS, CNBC, WSJ, and Business Insider.

Conway Wealth Management

• Estate Planning
• Retirement Planning

Conway Wealth Management is a financial advisory firm that caters to the local metro and its surrounding communities. It helps clients with their financial concerns by offering them a wide array of services, such as college, estate, and retirement planning. It also offers assistance on matters that relate to 401Ks, 403Bs, brokerage accounts, treasury bills, and bonds. Additionally, it markets long-term care, disability income, and life insurance. One of its financial advisors, Greg Pillow, has been in the industry for more than 20 years.

Fiduciary Wealth Management

• Estate Planning

Fiduciary Wealth Management has been catering to individuals, families, and businesses in the Conway metro and the surrounding areas since 2016. It helps clients manage and protect their wealth by offering financial planning services. These include benefits plan optimization, estate and income planning, and investment and asset management. It also assists customers who have inquiries regarding Social Security matters. The leaders of Fiduciary Wealth Management bring 50 years of combined industry experience. They hold the Certified Financial Planner designation.

Financial Decisions, Inc.

• Estate Planning
• Certified Financial Planner (CFP)

Financial Decisions, Inc., is a financial services firm catering to individuals in Conway. Its services include financial planning and investment management. It helps clients plan achievable financial goals, develop financial road maps, and increase investment earnings. It guides clients through periodical goals checkups and quarterly portfolio reports. The firm was established in 1999, and two of its co-founders, Rick Adkins and Cindy Conger, are both Certified Financial Planners. They have each more than 30 years of experience in the financial planning industry.

GenWealth Financial Advisors

• Certified Financial Planner (CFP)
• Retirement Planning

GenWealth Financial Advisors assists clients in Conway to manage their assets and monetary resources. One of its offered programs is Moneyworks, which teaches individuals about budgeting, picking suitable insurance policies, and starting an investment venture. The team members offer plans that cover account aggregation, 401(k) management, and estate planning. The firm also offers its GenWealth Ready to Retire Process, which maximizes social security and minimizes tax liabilities. Co-owner John Shrewsbury holds the RICP designation from The American College.

Good Life Wealth Management

• Estate Planning

Good Life Wealth Management helps individuals and families in Conway achieve financial independence. The investment advisory firm offers a wide selection of financial planning services, including include analyzing cash flow, managing debt and risks, and planning for retirement. It also has a wealth builder program for newer investors who want a solid foundation for their financial future. The firm was founded by Scott A. Stratton, a Certified Financial Planner and Chartered Financial Analyst who has been in the industry since 2004.

Haley M. Gardner CPA PLLC

• Certified Financial Planner (CFP)

Haley M. Gardner, CPA, PLLC, serves individuals, startups, and small businesses in the Conway metro. The company offers accounting and financial planning services, including tax, retirement, and estate planning, tax return preparation, bookkeeping, and payroll processing. Its team develops flexible financial plans that adapt to life and tax status changes. It also administers financial projections to help clients with business planning. Principal Haley Gardner is a certified public accountant with more than 10 years of experience providing tax strategies and financial solutions.

Independent Financial Advisors, Inc.

• Certified Financial Planner (CFP)

Independent Financial Advisors, Inc. has been serving Conway and its surrounding communities since 1994. This advisory firm provides personalized financial planning advice to clients surrounding 401(k), nonprofits, retirement plans, and investment management needs. The company's president, Ray Veach, is a CPA with a Personal Financial Specialist (PFS) designation. He utilizes his experience handling investment, tax, and audit matters in public and private practice. Veach also served as the president of the Maumelle Chamber of Commerce.

Level Four Advisory Services

• Certified Financial Planner (CFP)

Level Four Advisory Services is an independent firm serving Conway and nearby locations. Its financial planning service involves identifying risks related to tax, estates, and healthcare. While its team develops financial plans from scratch, the professionals also advise clients on matters regarding existing plans. Corporate retirement planning and asset management are the company's other services. Chris Facka, its managing director, has over 20 years of industry experience. The CFP is GenSpring Family Offices' former senior managing director.

Millennium Capital Advisors, LLC

• Private Wealth Advisor
• Retirement Planning

Millennium Capital Advisors, LLC, is an investment firm serving Conway and nearby locations since 1996. It offers wealth management services for individuals, families, nonprofits, endowments, and institutions. Its team reviews clients' existing investment portfolios and provides advice on charitable trust investments, mutual funds, and retirement plans. The professionals also counsel businesses concerning insurance for key employees and staff members. Company president Pat Miller has over 40 years of experience in the industry.

Rebecca Rice & Associates

• Insurance Products

Rebecca Rice & Associates caters to clients in Conway and neighboring communities. It provides financial planning services, which involve utilizing the living benefits of whole life insurance policies to eliminate debts, invest, fund emergencies, save on taxes and expenses, retire in comfort, and pass legacies. The financial firm's founder and managing partner, Rebecca A. Rice, holds business management and marketing degrees. She also authored a book called "Multiply Your Wealth: Essential Secrets for Financial Freedom."

The Arkansas Financial Group Inc.

• Certified Financial Planner (CFP)

The Arkansas Financial Group Inc. serves individuals in Conway. It provides financial planning solutions for investment options, cash flow, tax strategies, estate planning, and risk management approaches. The company utilizes Fidelity and Schwab to keep clients updated about the value of their funds. Its team also creates a risk profile for each client to develop a customized portfolio allocation. The Arkansas Financial Group's CEO, Rick Adkin, is a CFP and ChFP professional with over 30 years of industry experience.

Wealth Management

• Estate Planning
• Retirement Planning
• Tax Planning

Wealth Management has been catering to customers in the Conway metro and the surrounding communities since 1985. It helps direct individuals toward financial independence by offering planning services. It addresses areas of concern, such as estate, investment, retirement, and tax. Its work process involves analyzing the clients' goals, gathering necessary data, and proposing and implementing personalized wealth plans. Robert J. Holdford, the CEO, brings more than 30 years of experience in the financial services industry.