A complete list of active advisors currently associated with The Arkansas Financial Group, Inc.

Warmer can help you find a great advisor at The Arkansas Financial Group, Inc. or one who fits your needs even better.

The Arkansas Financial Group offers fee-only wealth management and discretionary portfolio management to individuals, high net worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. Its services combine core financial planning and ongoing investment supervision across mutual funds, ETFs, and individual fixed-income instruments, with the option to address variable annuity sub-accounts and 401(k) allocations. AFG’s investment approach is grounded in Modern Portfolio Theory and behavioral finance, using portfolio-optimization software (in place since the early 1990s) to set asset allocation and an Investment Policy Statement, and employing conditional rebalancing (a 25% variance trigger) to maintain target exposures. The firm typically manages accounts on a discretionary basis, accommodates client-specific requests (for example, holding individual equities or coordinating non-managed “Excluded Assets”), and uses custodial and reporting platforms such as Fidelity and eMoney/PlanFirst for account aggregation and reporting. Notable features called out in the brochure include an explicit discussion of borrowing against client assets—margin and pledged-asset loans—permitted for short-term purposes but accompanied by detailed risk disclosures and acknowledgement of potential economic benefits to the firm. The brochure also documents the firm’s AI policy for approved tool use, fee accommodations for young professionals and physicians in training, and directs readers to the firm’s website and its SEC adviserinfo profile for additional third‑party information.

To learn more about the advisors currently working at The Arkansas Financial Group, Inc., 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.