Top financial advisors working with retirees in Searcy, 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’ve retired, managing your income and expenses carefully is key to making your savings last. A common mistake is not accounting for how Social Security income, which is exempt from state income tax in Arkansas, fits into your overall tax picture.
- Income sequencing. Ask how they plan withdrawals from different accounts to minimize taxes and keep your cash flow steady.
- Longevity planning. Confirm they consider how long you might live to avoid running out of money.
- Healthcare cost management. Check if they include Medicare and other medical expenses in your budget forecasts.
- Estate considerations. See how they help with passing assets efficiently to heirs while managing tax implications.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Wesley S
Series 66
Searcy, AR
Edward Jones
Wesley Sowell specializes in retirement income strategy and general retirement planning, making him well-suited to help retirees in Searcy, AR manage income sequencing and longevity planning. Affiliated with Edward Jones, a large full-service wealth management firm, he offers a range of advisory services with an annual program fee up to 1.35%, supported by eight years of industry experience and the Series 66 designation.
Experience: 9 years
Avg account: $246,728
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Jason J
Series 66
Ward, AR
Cambridge Investment Research Advisors
Jason Johnson specializes in retirement income strategy and annuities, making him well-suited to help retirees in Searcy, AR manage income sequencing and longevity planning. With 17 years of experience and affiliation with Cambridge Investment Research Advisors, a large firm offering flat-fee options and diverse advisory services, he provides a broad range of planning and consulting solutions compared to smaller or fee-only advisors nearby.
Experience: 17 years
Avg account: $378,281
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Christine S
Series 63, Series 65
Heber Springs, AR
Cetera
Christine Schlicker is experienced in retirement planning and wealth management, making her well-suited to assist retirees in managing income sequencing and tax considerations in Arkansas. Operating from Heber Springs with Cetera, a large firm offering flat-fee planning options, she brings 19 years of expertise and a focus on charitable giving and retirement plans for business owners, differentiating her from advisors with narrower specialties.
Experience: 20 years
Avg account: $306,089
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Nathan G
CFP®, Series 63, Series 65
Searcy, AR
LPL Financial
Nathan Green's 13 years of experience and CFP® certification equip him to address retirees' income sequencing and tax considerations in Searcy, AR, especially given Arkansas's tax exemptions on Social Security. Affiliated with LPL Financial, a large firm offering diverse investment options and flat-fee financial planning, he also brings insights from his adjunct professor role, distinguishing him from other advisors in the area.
Experience: 14 years
Avg account: $399,489
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Ellis S
CFA®, Series 63
Searcy, AR
APEX Wealth Management
Ellis Sloan's 28 years of experience and CFA® designation equip him to address retirees' needs in Searcy, AR, including income sequencing and longevity planning. As founder of APEX Wealth Management, he serves high-net-worth clients with a modern portfolio theory approach and offers both discretionary and non-discretionary asset management, differentiating him through personalized service and a comprehensive retirement plan consulting offering.
Experience: 29 years
Avg account: $723,768
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