Top wealth management financial advisors in Forrest City, 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.
You might seek a wealth management advisor when you want a clear plan to grow and protect your assets over time, especially if you face complex financial decisions or life changes. Without focused guidance, it's easy to overlook how different parts of your financial picture interact, leading to missed opportunities or unnecessary risks.
- Holistic asset integration. Look for advisors who consider your investments, savings, and income sources together, not in isolation.
- Tax-aware planning. Since Social Security income is exempt from state income tax in Arkansas, ask how they factor this into your retirement income strategy.
- Risk management approach. Confirm how they balance growth goals with protecting your wealth against market swings and unexpected expenses.
- Long-term relationship focus. Wealth management is ongoing; check how they plan to adapt your strategy as your life and goals evolve.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Michael Z
Series 66
Memphis, TN
LPL Financial
Michael Zepatos specializes in wealth management with 13 years of experience and holds a Series 66 designation, offering flat-fee financial planning through LPL Financial, a large firm known for diverse investment solutions and in-house research. His background as a founder and retired professional, combined with expertise in retirement plans and tax-loss harvesting, distinguishes him from other advisors near Forrest City, AR.
Experience: 13 years
Avg account: $399,489
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Jarod W
Series 63, Series 66
Marion, AR
LPL Financial
Jarod Wesson offers wealth management expertise with 15 years of experience and focuses on retirement income strategy and business ownership considerations, suitable for clients in Forrest City, AR. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets and serving diverse client types, he provides a comprehensive approach with a program fee up to 1.35% annually, distinguishing him from advisors at smaller firms.
Experience: 15 years
Avg account: $399,489
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Michael P
Series 63, Series 65
Memphis, TN
Kickpoint Financial, LLC
Michael Parks offers wealth management services from Memphis, TN, focusing on high-net-worth clients with a long-term investment approach using ETF-based portfolios and discretionary management. His 15 years of experience and independent status at Kickpoint Financial, which serves trusts and small businesses, distinguish him from others by combining personalized strategies with a broad client base and a fee structure ranging from 1% to 2% annually.
Experience: 16 years
Avg account: $264,097
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Martavius J
Series 63, Series 65, Series 66
Memphis, TN
Cetera
Martavius Jones offers wealth management expertise with 31 years of experience and specialties including tax-loss harvesting and retirement plans for business owners, which suits clients seeking integrated asset strategies. Based in Memphis, TN, he operates within Cetera, a large firm managing over $163 billion, providing flat-fee and hourly consulting options, distinguishing him from advisors with different fee structures or smaller firm affiliations.
Experience: 31 years
Avg account: $306,089
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Samuel Z
Series 66
Memphis, TN
B. Riley Wealth Advisors, Inc.
Samuel Zweig offers wealth management expertise with 17 years of experience and a Series 66 designation, serving clients from Memphis, TN. His firm, B. Riley Wealth Advisors, manages over $7 billion and provides diverse advisory programs, catering to individuals and high-net-worth clients, with flexible fee options including flat fees and hourly billing, distinguishing him from others by combining extensive resources with personalized service.
Experience: 17 years
Avg account: $398,069
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