Top financial advisors working with established professionals in Arkansas
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
You might be navigating complex career milestones like business ownership transitions or significant income changes that require financial planning tailored to your professional stage. Without an advisor familiar with the unique challenges of established professionals, you risk missing opportunities to align your financial goals with your evolving career.
- Career phase insight. Look for advisors who understand how your current professional status impacts cash flow, tax planning, and investment choices.
- Business and income integration. Confirm how they incorporate your business interests or variable income into your overall financial plan.
- Retirement timing strategies. Ask how they help balance saving for retirement with managing current financial obligations.
- Social Security planning. Since Arkansas exempts Social Security income from state tax, check how they factor this into your retirement income projections.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Rena D
CFP®, ChFC®, Series 66
Monticello, AR
Edward Jones
Rena Day specializes in retirement plans for business owners and business succession planning, making her well-suited to address the financial complexities faced by established professionals in Arkansas. With 19 years of experience at Edward Jones, a large full-service wealth management firm, she offers a comprehensive approach including estate planning and wealth management, supported by her CFP® and ChFC® certifications and a fee structure up to 1.35% annually.
Experience: 19 years
Avg account: $246,728
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Matthew W
Series 63, Series 65
Little Rock, AR
White McGowan
Matthew White specializes in serving established professionals in Arkansas, including doctors and business owners, with 16 years of experience and expertise in real estate investing, tax-loss harvesting, and wealth management. His firm offers flexible fee structures including flat fees and hourly consulting, and provides comprehensive financial planning with a focus on portfolio management and direct real estate opportunities, distinguishing him from advisors with more traditional investment-only approaches.
Experience: 17 years
Avg account: $575,810
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Tierney G
Series 66
Tulsa, OK
Drawbridge Capital
Tierney Gorham specializes in retirement income strategy and income planning, which are crucial for established professionals managing career transitions and complex financial needs. Operating from Tulsa, OK, Tierney offers flat-fee financial planning and has nine years of experience, including work with business owners and military clients, distinguishing her with a practical approach to cash flow and concentrated stock management compared to other advisors in Arkansas.
Experience: 9 years
Avg account: $226,599
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Chris P
CFP®
Bentonville, AR
Pape Financial
Chris Pape is well-suited for established professionals in Arkansas, especially those who are founders or business owners, as he brings firsthand experience in business ownership, exit strategies, and succession planning. His independent practice in Bentonville offers personalized hourly fee services at $250/hr, and as a CFP®-certified Gen X advisor, he combines professional credentials with personal insight into managing complex financial and estate plans.
Experience: 3 years
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Alex D
Series 63, Series 65
Little Rock, AR
Merrill
Alex Danley is well-equipped to assist established professionals in Arkansas with complex financial needs such as retirement income strategy and business sale tax planning, reflecting his focus on executives and high earners. Operating within Merrill Lynch, a large firm, he offers a managed strategy with a 1.10% AUM fee for accounts under $2 million, combining tax minimization expertise with a holistic approach to career transition planning.
Experience: 5 years
Avg account: $860,085
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