CFP®-certified, retirement income strategy financial advisors 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.
You might be planning your retirement income and wondering how to make your savings last through your later years. A common mistake is not accounting for how Social Security benefits and other income sources interact with your tax situation in Arkansas.
- Social Security tax impact. Since Social Security income is exempt from state income tax in Arkansas, ask how this affects your overall retirement income plan.
- Withdrawal sequencing. Confirm how they recommend drawing from different accounts to balance taxes and cash flow.
- Longevity planning. Retirement income strategies should consider how to sustain your income if you live longer than expected.
- Inflation adjustments. Ask how they factor in rising costs over time to keep your purchasing power steady.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
-
Richard W
CFP®, Series 63, Series 65
Monticello, AR
Ashton Thomas Private Wealth
Richard Westhelle, a CFP® professional with 16 years of experience, specializes in retirement income strategy and passive/index investing, making him well-equipped to address retirement income planning in Arkansas. Based in Monticello, AR, he offers flat-fee and negotiable AUM pricing through Ashton Thomas Private Wealth, which serves high-net-worth clients and provides family office services, distinguishing him with a broad institutional and individual client focus.
Experience: 16 years
Avg account: $1,841,971
-
Brandon G
CFP®, Series 66
North Little Rock, AR
Sowell Management
Brandon Grable's CFP® certification and decade of experience equip him to address retirement income strategies, including tax considerations and withdrawal sequencing, relevant to Arkansas residents. Operating from North Little Rock with Sowell Management, he offers flat-fee planning and serves diverse clients, distinguishing himself through an independent approach and expertise in tax strategies for small businesses and retirement plans for business owners.
Experience: 11 years
Avg account: $681,786
-
Mallory R
CFP®, ChFC®, Series 66
Bryant, AR
Edward Jones
Mallory Rush's CFP® certification and seven years of experience equip her to develop retirement income strategies that consider tax impacts and withdrawal sequencing, crucial for clients near Pine Bluff, AR. Working with Edward Jones, a large firm serving over four million clients, she offers a comprehensive approach including business ownership considerations and specializes in advising women professionals, differentiating her from others in the area.
Experience: 8 years
Avg account: $246,728
-
Thomas M
CFP®, Series 63
Batesville, AR
Ameriprise
Thomas Martin offers expertise in retirement income strategy and Social Security optimization, supported by 39 years of experience and CFP® certification. Based in Sherwood, AR, he works with Ameriprise, a large firm known for tax-efficient retirement planning and a 0.15% AUM fee, focusing on clients approaching retirement with significant investable assets.
Experience: 39 years
Avg account: $471,167
-
Abigail H
CFP®, Series 63, Series 66
Little Rock, AR
Carson Wealth
Abigail Hollar's 16 years of experience and CFP® certification equip her to develop retirement income strategies that consider tax impacts and withdrawal sequencing, crucial for clients in Arkansas. Working with CWM, LLC, a large firm offering flat-fee financial planning and diverse investment approaches, she serves a broad client base including high-net-worth families, distinguishing her from advisors focused solely on individual investors.
Experience: 16 years
Avg account: $875,860
Want help finding the right advisor?
Answer a few questions to see advisors matched to you.
Advisors focused on
People also searched
Popular in Pine Bluff, AR
Find advisors by type
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)