Top financial advisors working with military members and veterans in Pine Bluff, 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.
If you are an active military member or veteran, your financial needs often include unique benefits and retirement options that differ from civilian plans. A common mistake is overlooking these specific benefits, which can lead to missed opportunities or inefficient planning.
- Benefit integration. Confirm how the advisor incorporates military pensions, VA benefits, and other service-related income into your overall plan.
- Retirement timing. Military retirement rules differ from civilian ones; ask how they help you optimize your retirement age and income streams.
- Social Security planning. Since Social Security income is exempt from Arkansas state tax, check how they factor this into your tax and retirement strategy.
- Transition support. Military life changes can affect finances; see how the advisor addresses career shifts, deployments, or relocation impacts.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Kyle D
Series 66
North Little Rock, AR
Edward Jones
Kyle Drake specializes in serving military members and veterans, offering expertise in retirement income strategy and withdrawal strategies tailored to unique military benefits. Based in North Little Rock with Edward Jones, a large full-service firm managing over $1 trillion in assets, he combines three years of financial experience with a background as a founder and business owner, providing a broad perspective compared to other advisors in the area.
Experience: 3 years
Avg account: $246,728
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Will H
CFP®
Little Rock, AR
Sound Capital
Will Hoofman is well-equipped to assist military members and veterans in Pine Bluff, AR, leveraging his 12 years of wealth management experience and prior advisory role at Little Rock Air Force Base. As a CFP®-certified, independent advisor with a 0.70% AUM fee, he also specializes in serving Gen Y/Millennials and medical professionals, offering a personalized approach rooted in local Arkansas expertise.
Experience: 13 years
Avg account: $164,025
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Daniel S
Series 66
Little Rock, AR
RetirePath Wealth, LLC
Daniel Sandefur specializes in serving military members and veterans, offering expertise in retirement income strategy and estate planning, which is crucial for navigating military-specific benefits in Pine Bluff, AR. As an independent advisor with a Series 66 designation and experience at Edward Jones, he provides personalized wealth management with fees up to 1.25% annually, distinguishing him from others by combining military focus with business ownership insights.
Experience: 2 years
Avg account: $212,671
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