CFP®-certified financial advisors working with financial 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.
If you're a financial professional in Arkansas, you might face unique challenges like managing irregular income streams or planning for business-related risks. Without an advisor who understands these specific issues, you could miss opportunities to optimize your financial stability and growth. CFP® certification means these advisors have completed rigorous training in financial planning, which can help you navigate complex professional finances.
- Income variability management. Ask how they help smooth out cash flow during fluctuating earnings typical in financial professions.
- Business risk planning. Confirm their approach to protecting your practice or business assets alongside personal finances.
- Retirement strategy integration. See how they align your retirement goals with your professional income patterns and potential career changes.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Richard W
CFP®, Series 63, Series 65
Monticello, AR
Ashton Thomas Private Wealth
Richard Westhelle is a CFP®-certified advisor in Monticello, Arkansas, with 16 years of experience, specializing in retirement income strategy and options & derivatives strategies, which can help financial professionals manage irregular income and plan for business risks. His firm, Ashton Thomas Private Wealth, offers discretionary portfolio management and family office services, with a flat-fee and negotiable AUM fee structure, distinguishing him from others by combining deep industry experience with flexible pricing and comprehensive institutional-level services.
Experience: 16 years
Avg account: $1,841,971
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Jason N
CFP®, Series 66
Paragould, AR
Edward Jones
Jason Noel's CFP® certification and 11 years of experience at Edward Jones equip him to address the financial complexities faced by financial professionals in Arkansas, including retirement income strategy and wealth management. His affiliation with a large firm serving over four million clients provides access to extensive resources, while his local presence in Paragould and community involvement offer personalized insight compared to other advisors in the region.
Experience: 12 years
Avg account: $246,728
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Martin L
CFP®, Series 63, Series 66
Dallas, TX
Fidelity
Martin Laukoter's CFP® certification and 26 years of experience equip him to address the financial complexities faced by financial professionals, including managing income variability and integrating retirement strategies. Based in Dallas but licensed in Arkansas, he works at Fidelity, a large firm, and offers expertise in wealth management, estate planning, and multi-generational wealth transfer, providing a broad perspective compared to advisors focused solely on local markets or narrower specialties.
Experience: 26 years
Avg account: $234,793
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