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Matthew White

Advisor at White McGowan

Updated today

Location

Little Rock, AR 72201

Credentials

Series 63, Series 65

Industry experience

16 years

About

Matthew White is a financial advisor with White McGowan in Little Rock, Arkansas, holding Series 63 and Series 65 designations and 16 years of industry experience. Prior to founding White McGowan in 2018, he worked at MML Investors Services and MassMutual Life Insurance Company from 2015 to 2018. Outside of his advisory role, White supervises business operations for OMS Consulting, an oral surgery management services firm. White McGowan serves individual and high-net-worth clients with portfolio management, comprehensive financial planning, and financial consulting. The firm advises on direct real estate opportunities and various insurance and market-linked products, managing assets primarily on a discretionary basis while incorporating third-party platforms and implementing comprehensive financial planning for clients.

Client services

Based on White McGowan

Financial planning Portfolio management Selection of other advisers Newsletters or periodicals Educational seminars or workshops Advisory consulting

Expertise

Based on White McGowan

Real estate investing Tax-loss harvesting Wealth management College savings (529s, UTMA, etc.)

Occupation focus

Based on White McGowan

Doctor or Medical Professional Founder/Business Owner

Demographic focus

Based on White McGowan

Established Professionals

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Fee options

Fixed

Fixed fees for financial planning and consulting services range from $1,200 to $30,000, negotiable

Percentage

$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $3,000,000: 0.90% $3,000,001 - $4,000,000: 0.80% $4,000,001 - $5,000,000: 0.70% $5,000,001 - Negotiable: Negotiable

Commissions

Certain persons affiliated with the firm are licensed insurance agents and earn commissions for selling insurance products separate and in addition to advisory fees

Project-based

$300 per hour for consulting services, negotiable

Subscriptions

Monthly fee for ongoing financial management and budgeting services ranges from $80 to $300, billed monthly in advance

Other

Fee-only: Fixed fees for financial planning services generally range between $1,200 - $30,000 (negotiable); monthly ongoing financial management fee ranges from $80 - $300 billed monthly in advance; Fixed fees for financial consulting services range from $1,200 - $30,000 (negotiable); Hourly consulting fee is $300 per hour (negotiable)

Location

400 West Capitol Avenue, Suite 2891

Little Rock, AR 72201

Most active in

Arkansas · Louisiana · Tennessee · Texas

Work history

Meraki, LLC dba White McGowan

2018 - Present (8 years)

MML INVESTORS SERVICES

2015 - 2018 (3 years)

MassMutual life Insurance Co

2015 - 2018 (3 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Will H

CFP®

Little Rock, AR

Sound Capital

Will founded Sound Capital in 2019, after more than 7 years in the wealth management industry. Prior to launching Sound Capital, he spent one year advising military families at the Little Rock Air Force Base and 6 years working as a Financial Consultant at Stephens Inc. He earned a Bachelor of Science in Finance and General Business from the University of Arkansas in Fayetteville and his Master of Business Administration from the University of Arkansas in Little Rock. He holds the designation of Certified Financial Planner (CFP®). Will is an Arkansas native who enjoys spending time with his wife, Liz, and their daughters, Finley and Jemma. You can typically find Will at the zoo, Museum of Discovery, or a park with his family. He enjoys going out to eat, watching movies, and traveling on those rare occasions away from his kids. “I enjoy working with people and trying to make their lives better. I want my clients to know that they are an extension of my family. I am grateful that they have asked me to grow with them, not only financially but personally and professionally. ”

Wealth management Doctor or Medical Professional Military & Veterans Gen Y/Millennials (Born 1980-1995)
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Eric S

CFA®

Alexander, AR

Summerhill & Co., LLC

Eric Summerhill is a CFA® charterholder with seven years of industry experience. He is the sole advisor at Summerhill & Co., LLC and previously worked at The Stephens Group, LLC for 11 years. In addition to his advisory role, Summerhill provides accounting, tax, consulting, and advisory services as a CPA under the same business name. Summerhill & Co., LLC serves individual investors and their retirement accounts, managing approximately $4.0 million in client assets. The firm offers discretionary and non-discretionary portfolio management, financial planning, and investment recommendations, utilizing up to 15 proprietary model portfolios focused on valuation-based analysis tailored to client goals and risk tolerance.

Passive / index investing
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Eric S

Series 66

Little Rock, AR

Stoffel Financial Advisor's, LLC

Eric Stoffel is a financial advisor with LPL Financial in Little Rock, AR, holding a Series 66 designation and 19 years of industry experience. He has operated Stoffel Financial Advisors, LLC since 2018, providing financial planning and consulting services as an independent registered investment advisor. Prior to that, he worked with GenWealth Financial Advisors from 2011 to 2018 and has been with LPL Financial since 2011. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm offers a variety of advisory and brokerage services supported by an in-house research team that develops model portfolios and strategic investment solutions, enabling advisors to tailor services according to client needs.

Retirement income strategy Annuities Real estate investing Approaching retirement
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Kevin D

Series 65

Little Rock, AR

Daniel Financial Group, Inc.

Kevin Daniel is a financial advisor with Insight Folios and holds a Series 65 designation. He has 15 years of industry experience and has worked at Daniel Financial Group, Inc. since 2009 in addition to his role at Insight Folios. Insight Folios provides portfolio management and financial planning services primarily to individual and high-net-worth clients, while also offering ERISA plan consulting and serving as a sub-adviser to other registered investment adviser firms. The firm uses a team-of-advisers approach combined with proprietary planning software and artificial intelligence tools to support its discretionary account management.

General retirement planning
user avatar

Roy S

CFP®, Series 63, Series 66

Little Rock, AR

Crosscurrent Wealthmanagement, LLC

Roy Stephens is a CFP® with 23 years of industry experience and is the principal advisor at Crosscurrent Wealthmanagement, LLC in Little Rock, AR. He has led the firm since 2010. In addition to his advisory role, he works as a senior business broker and holds credentials as a Master Tax Advisor and Enrolled Agent, with prior experience in real estate and broker-dealer activities. Crosscurrent WealthManagement provides discretionary portfolio management and financial planning to individuals, trusts, corporations, and foundations. The firm emphasizes ETFs and individual equities for growth, and bonds or CDs for income, managing accounts on a discretionary basis with adjustments made according to market conditions.

General retirement planning Income planning
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Elijah C

Series 63, Series 65

Little Rock, AR

Valuepoint Partners, Inc.

Elijah Cunningham is a financial advisor at Valuepoint Partners, Inc. in Little Rock, Arkansas, holding Series 63 and Series 65 credentials with 30 years of industry experience. He has been with Valuepoint Partners since 1994. Valuepoint Partners, Inc. is a small, state-registered, fee-only investment adviser managing approximately $15.4 million for a limited client base including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, foundations, corporations, and other advisers. The firm employs a value-driven, contrarian investment approach across multiple separate-account strategies, emphasizing mispriced or overlooked opportunities and often utilizing convertible securities and yield-oriented instruments as alternatives to traditional fixed income.

Active portfolio management
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