A complete list of active advisors currently associated with Clientfirst Wealth Management, LLC

Warmer can help you find a great advisor at Clientfirst Wealth Management, LLC or one who fits your needs even better.

ClientFirst Wealth Management is an SEC-registered, fee-only investment adviser that provides discretionary portfolio management and comprehensive financial planning to individual and high-net-worth clients. The firm offers tailored financial planning components such as retirement, estate and charitable giving planning and implements portfolios using mutual funds, ETFs and fixed-income securities. Investment recommendations are built around each client’s goals, time horizon and risk tolerance and typically employ an asset-allocation approach combined with multiple analysis methods, including fundamental, technical/charting and cyclical analysis. Accounts are monitored on an ongoing basis with regular (generally quarterly) reviews, and the firm may accept limited discretionary authority to execute trades without prior client consent. Distinctive features disclosed in the ADV include management of approximately $302.8 million in discretionary assets across a small client base—resulting in a relatively high level of assets per advisor—and an affiliation with another registered adviser for succession planning. The firm’s public materials and filings also indicate the use of client testimonials and references to third‑party ratings in its advertising, which is less common among similarly sized supported firms.

To learn more about the advisors currently working at Clientfirst Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.