Financial Advisors Fayetteville, AR

Financial Advisor Reviews Fayetteville, AR

WhiteRock is a small finance team that gives tailored and attentive financial advice in the hopes of providing the same resources as a large corporation. This firm offers several services, including banking and lending solutions, education planning, financial planning and retirement planning. WhiteRock Wealth Design takes a team approach to financial planning, encouraging its staff to be good listeners in order to create highly personalized wealth management plans. Rather than a one-size-fits-all approach, WhiteRock Wealth Design provides its customers with a handful of recommendations for clients to choose from. Once clients settle on a plan, WhiteRock Wealth Design chooses investment vehicle types while considering the needs, goals and risk tolerance of each customer.

In addition to the slate of traditional financial planning services, WhiteRock Wealth Design customers can take advantage of several lending options, including mortgages, corporate and commercial real estate loans, securities-based lending and margin accounts. WhiteRock Wealth Design customers can monitor their portfolios through the Client Access portal.

One of Northwest Arkansas’ largest independent investment advisory firms, Greenwood Gearhart has clients in 32 states. A boutique investment firm in business for over 35 years, Greenwood Gearhart asks that its employees adhere to three principles, including placing client interests above their own, only increasing compensation when client portfolios increase and making all personal and public market investments alongside those of the clients.

Greenwood Gearhart has no parent company, no quarterly profit targets, no sales goals and no shareholders, creating a client-centric experience for its investors. Greenwood Gearhart offers several services, including investment management, financial planning and corporate retirement plans. Greenwood Gearhart’s investment management services include equity and fixed income management, fee-only fully discretionary advice, proprietary research, trusts, 401(k)s, IRAs, concentrated stock and education strategies. Financial planning services include family goals assessment, retirement planning, philanthropic planning, estate planning and benefit package reviews. Corporate retirement plans include 401(k) and profit-sharing plans, turnkey plans, employee education and compliance monitoring.

The investment literature for Paradigm Advisors commits to objectivity, integrity and transparency in order to provide the most sound advice possible to its customers. Services include comprehensive financial planning and investment management. With no minimum investment, Paradigm Advisors suggests clients begin financial planning now, no matter what point the client is at in their career. Paradigm Advisors’ investment approach is a long-term one that aims to keep costs low, diversify, rebalance often and put faith in asset allocation.

Although Paradigm has offices in Fayetteville and Dallas, it works with clients all over the world. Paradigm Advisors believes in a comprehensive approach to investment. Because of that, Paradigm Advisors may discuss a variety of topics with each client, including personal goals, life plans, student loans, net worth, insurance, debt repayment, savings goals, employee benefits, retirement plans, tax strategy and estate planning.

Comprehensive financial planning involves an annual fee that starts at $5,000 and may be reduced for higher asset levels. Clients may choose to pay the fee monthly or quarterly. There is a charge on the first $500,000 invested of 0.75% per annum, paid quarterly. This amount may be reduced on larger portfolios.

Headquartered in Rogers, Arkansas, with additional offices in Fayetteville, Little Rock and Falls Church, Virginia, WealthPath Investment Advisors helps families, foundations and businesses alike navigate investment decisions. WealthPath Investment Advisors is both an investment advisory firm and a boutique collective fund manager with thousands of investors. Services include investment planning, tax management, risk-based portfolios, retirement plans and proprietary third-party asset management.

This firm believes in data-driven decisions and makes investment decisions based on procedures and formulas. WealthPath Investment Advisors offers five Smart Risk Portfolio choices to each client. This company primarily invests in low-cost, indexed mutual funds or ETFs in an effort to reduce costs to each client. In order to increase tax efficiency, WealthPath Investment Advisors suggests holding positions in the account over an entire year and then opting to pay the lower, long-term capital gains tax rate. This firm also maximizes tax efficiency by investing in mutual bonds and participating in tax-loss harvesting. All client accounts are held by third-party custodians Fidelity Investments or Charles Schwab, and customers have 24-hour online access to their portfolios.

Founded in 2007, Cabana combines financial services, legal counsel, retirement plans and wealth management services for individuals, small businesses and large institutions. Cabana believes in making long-term goals and risk management the focal point for investment planning. In 2008, Cabana developed its own proprietary algorithm called Cyclical Asset Reallocation Algorithm, or CARA. This algorithm removes the emotion from investing and is built off the Nobel Prize-winning theory of modern portfolio theory. CARA was designed to limit losses during market downturns and shelter investors from risks while they still remain active in up markets. This algorithm drives all decision-making at Cabana portfolios. Cabana offers seven different portfolios designed to meet the needs of a variety of investors. These portfolios have a maximum loss during adverse market conditions from 5% to 20%.

In addition to portfolio services and investments, Cabana also offers tax preparation and planning. To investors with assets over $250,000, this company also offers Cabana Black, a private hedge fund with a strong focus on risk minimization and loss prevention. For those who wish to discuss retirement, Cabana’s plans include 401(k)s, profit-sharing, 403(b)s, 457s, IRAs, SEPs, defined benefit plans and non-qualified deferred compensation plans.

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