Top financial advisors in Mountain Home, 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 be considering financial advice if you're planning for retirement or managing your Social Security income, which is exempt from state income tax in Arkansas. A common mistake is overlooking how this tax exemption affects your overall retirement income and tax planning.
- Retirement income focus. Confirm how the advisor integrates Social Security benefits into your broader income plan, not just investment returns.
- Tax-aware strategies. Ask how they leverage Arkansas's tax rules to optimize your after-tax income during retirement.
- Experience with local regulations. Ensure they understand state-specific retirement and tax laws that impact your financial decisions.
- Holistic planning approach. Look for advisors who consider your entire financial picture, including pensions, savings, and Social Security, rather than isolated elements.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Geoffrey S
CFP®, Series 66
Mountain Home, AR
Edward Jones
Geoffrey Smith offers retirement income planning in Mountain Home, AR, with a focus on wealth management and tax-loss harvesting, which can help optimize Social Security benefits and tax strategies. His 19 years of experience at Edward Jones, a large firm managing over $1 trillion in assets, provide access to diverse advisory programs and a structured fee of up to 1.35% annually, distinguishing him from smaller local advisors.
Experience: 19 years
Avg account: $246,728
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Shawn T
Series 63, Series 65
Mountain Home, AR
Thrivent Investment Management
Shawn Taylor's 34 years of experience and Series 63 and 65 credentials position him well to address retirement income planning in Mountain Home, AR, especially considering his focus on business ownership considerations. Affiliated with Thrivent Investment Management, a large firm offering holistic, goal-based planning without portfolio management, he brings a seasoned perspective that includes community leadership roles, distinguishing him from other local advisors.
Experience: 34 years
Avg account: $162,801
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Andrew F
Series 63, Series 66
Mountain Home, AR
Kingsview Wealth Management, LLC
Andrew Farmer's 23 years of experience and Series 63 and 66 licenses equip him to address retirement income planning in Mountain Home, AR, including tax strategies relevant to Arkansas residents. His firm, Kingsview Wealth Management, manages $6.7 billion and serves diverse clients with a blend of advisor-led planning and model-based strategies, offering flat fees and hourly planning options that may suit various client preferences.
Experience: 23 years
Avg account: $703,115
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Thomas C
CFP®, Series 63, Series 65
Mountain Home, AR
The Sherry Group, Inc.
Thomas Czanstkowski offers retirement income strategies in Mountain Home, AR, with 27 years of experience and CFP® certification, making him well-versed in integrating Social Security benefits and tax-aware planning. His firm, The Sherry Group, Inc., manages $130 million in assets using fundamental and technical analysis, providing flat-fee and hourly options, which may appeal to clients seeking flexible fee structures and comprehensive wealth management.
Experience: 28 years
Avg account: $641,914
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Calvin L
Series 65
Mountain Home, AR
The Fiduciary Alliance
Calvin Leonard's experience with retirement plans for business owners and tax strategies for small businesses suits those planning retirement income in Mountain Home, AR, especially considering Arkansas's tax exemptions. His flat-fee, independent advisory approach and background in insurance products differentiate him from others by offering flexible, comprehensive planning that includes estate and risk management services.
Experience: 1 year
Avg account: $268,760
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