Top financial advisors working with high-net-worth individuals 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 have significant assets and complex financial needs, you need an advisor who understands how to protect and grow wealth without exposing you to unnecessary risks. A common mistake is working with someone who treats your wealth like a standard portfolio, missing opportunities unique to high-net-worth situations.
- Comprehensive risk management. Look for advisors who address estate, tax, and investment risks together, not in isolation.
- Tax-efficient strategies. Confirm they consider Arkansas-specific factors, like the exemption of Social Security income from state tax, in your planning.
- Customized liquidity planning. Ask how they ensure you have access to cash without disrupting long-term growth.
- Coordination with other professionals. Effective advisors collaborate with your accountants and attorneys to align all aspects of your financial life.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Jackson S
Series 65
Little Rock, AR
Mariner
Jackson Smith is equipped to serve high-net-worth clients in Arkansas through his role at Mariner Wealth, a large firm offering comprehensive services like investment management, financial planning, and tax consulting. His expertise in private and alternative investments, along with options and derivatives strategies, complements the firm's broad capabilities, while his flat-fee structure and focus on values-based investing provide a distinctive approach compared to other advisors in the region.
Experience: 1 year
Avg account: $2,116,909
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Austin W
Series 65
Fayetteville, AR
Greenwood Gearhart, LLC
Austin Wagstaff serves high-net-worth clients in Arkansas with expertise in private and alternative investments, tax-loss harvesting, and options strategies, which can address complex wealth management needs. Operating independently at Greenwood Gearhart, LLC, he offers flat-fee family office services and discretionary investment management, distinguishing him by combining personalized planning with fundamental analysis and access to private funds.
Experience: 1 year
Avg account: $1,768,275
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Julie G
Series 63, Series 66
Little Rock, AR
Wells Fargo Advisors
Julie Garcia is equipped to assist high-net-worth clients in Arkansas with complex financial needs, leveraging her expertise in business exit strategies and cash flow management. Affiliated with Wells Fargo Advisors, a large firm offering both investment and fee-based planning, she benefits from proprietary research tools and a collaborative approach, distinguishing her from advisors with less institutional support or narrower service scopes.
Experience: 2 years
Avg account: $514,335
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Spencer O
Series 63, Series 66
Bentonville, AR
TIAA-CREF
Spencer Oliver is equipped to serve high-net-worth clients in Arkansas with 29 years of experience and specialties in estate planning and retirement plans for business owners. His affiliation with TIAA-CREF, a large firm offering fiduciary advisory models and both model and customized portfolio approaches, distinguishes him from others. He charges a 0.30% annual wrap fee and has a background working with educators and mid-career professionals, providing a broad perspective on complex financial needs.
Experience: 29 years
Avg account: $523,144
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Stewart M
Series 65
Cammack Viallage, AR
McGehee Capital Management
Stewart McGehee is equipped to serve high-net-worth clients in Arkansas through his independent firm, McGehee Capital Management, which offers discretionary portfolio management and investment advisory services. With 26 years of experience and a Series 65 designation, he manages a small client base including individuals and institutional clients, allowing for personalized attention compared to larger firms with broader client types.
Experience: 26 years
Avg account: $116,701
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