Top wealth management financial advisors in El Dorado, AR

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.

When you're managing significant assets and planning for long-term financial goals, you need an advisor who understands how to balance growth, income, and risk over time. Without focused wealth management expertise, it's easy to overlook how your investments and spending plans interact, potentially jeopardizing your financial security.

  • Holistic asset coordination. Look for advisors who integrate your investments, savings, and income sources into a unified plan rather than treating each separately.
  • Tax-aware strategies. Since Social Security income isn't taxed by Arkansas, ask how they leverage this to optimize your retirement cash flow.
  • Risk management approach. Confirm how they adjust your portfolio to protect against market swings while supporting your spending needs.
  • Long-term goal alignment. Ensure they consider your evolving priorities, like legacy planning or healthcare costs, not just immediate returns.

Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.

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Todd C

CFP®, Series 63, Series 65

El Dorado, AR

Wells Fargo Clearing

Todd Connelly is a CFP® with 40 years of experience in the financial industry. He has worked at Wells Fargo Clearing since 2016 and previously spent 10 years at A. G. Edwards & Sons, Inc. Outside of his advisory role, he holds a majority ownership in a timberland and mineral royalties business in Magnolia, Arkansas. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by extensive research and analytics.

Retired Founder/Business Owner
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Thomas W

CFP®, Series 63, Series 65

El Dorado, AR

Raymond James Financial

Thomas Watts Jr. is a CFP® with 33 years of industry experience, currently serving as a financial advisor with Raymond James Financial. He previously worked for Edward D. Jones & Co., L.P. for 32 years. Outside of advising, he holds a position with the Eldorado Airport Commission. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm employs risk profiling and modeling tools in its tailored planning and supports a large advisor network with specialized offerings including municipal and SIMPLE IRA employer advisory services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Bruce B

CFP®, Series 65

El Dorado, AR

Mustard Seed Wealth Management

Bruce Butterfield is a CFP® and holds a Series 65 license with 20 years of industry experience. He has been with Mustard Seed Wealth Management since 2005 and currently works at the firm's El Dorado, Arkansas office. Outside of his advisory role, he is a 50% owner of a commercial real estate business in El Dorado. Mustard Seed Wealth Management provides portfolio management and comprehensive financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, and businesses. The firm employs a long-term, asset-allocation driven investment approach utilizing low-expense mutual funds, ETFs, and individual bonds, and manages over $413 million in assets.

General retirement planning General tax planning Retirement plans for business owners (SEP, solo 401k) Business succession planning Founder/Business Owner Executive
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Charles S

CFP®, Series 63, Series 65

El Dorado, AR

Independent Advisor Alliance, LLC

Charles Skinner is a CFP® professional affiliated with Independent Advisor Alliance, LLC, with 11 years of industry experience. He previously worked with LPL Financial and served as a registered investment advisor at GenWealth Financial Advisors. Outside of advisory roles, he is also a notary public. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement consulting. The firm offers both discretionary and non-discretionary portfolio management, utilizing a combination of model portfolios, sub-advisors, and various analytical techniques.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Tax strategies for small businesses Founder/Business Owner Retired
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Paul M

Series 66

El Dorado, AR

LPL Financial

Paul Marx is a financial advisor with LPL Financial based in El Dorado, Arkansas, holding a Series 66 designation and 18 years of industry experience. He previously worked at Edward Jones for three years before joining LPL Financial in 2011. Outside of his advisory role, Marx is involved with Marx Enterprises, Inc., which operates as a pass-through entity for commissions. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Jared F

Series 65

Huntington Beach, CA

Northwest Asset Management

Jared Fruth is a financial advisor at Northwest Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., Oppenheimer Funds, and John Paul Mitchell Systems. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized, fiduciary approach using Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

Retirement income strategy Wealth management Active portfolio management Founder/Business Owner
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Elizabeth B

Series 66

New York, NY

J.P. Morgan Securities

Elizabeth Brown is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY, where she has worked since 2012. She has 26 years of industry experience. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Wealth management Executive Founder/Business Owner
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David H

Series 65

Irvine, CA

Martin Wealth Management, LLC

David Hart is a financial advisor with Martin Wealth Management, LLC in Irvine, CA. He holds a Series 65 credential and has 15 years of industry experience. Hart previously worked with Safeguard Investment Advisory Group and LifePro Asset Management. He is also a Certified Financial Fiduciary and volunteers as an instructor with the Foundation for Fiduciary Education, providing unbiased fiduciary financial education to the public. Martin Wealth Management offers investment advisory services primarily to individuals and high-net-worth clients by co-advising and directing accounts to a third-party money manager, Matson Money. The firm focuses on client onboarding, documentation, and ongoing review of third-party manager accounts rather than direct asset management.

Medicare planning Annuities
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Hassan A

Series 63, Series 65

Rockville, MD

LPL Financial

Hassan Al Kadhimi is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A. He is also involved with NIHFCU Wealth Advisors, a related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Amanda S

Series 66

Ft. Wayne, IN

Raymond James & Associates

Amanda Scheele is a financial advisor with Raymond James & Associates in Ft. Wayne, Indiana, holding a Series 66 designation and 16 years of industry experience. Prior to joining Raymond James in 2024, she worked at Wells Fargo Clearing from 2016 to 2024 and is involved with Lucky Duck since 2025. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary consulting services, drawing on various portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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