First Financial opens doors to life’s opportunities by actively listening to clients’ stories, collaborating to craft personalized financial plans and strategically managing assets for a lifetime.

The First Financial Difference

We bring Wall Street to your street.

Our team of seasoned planners has a deep and broad background in wealth building. Each advisor has more than 25 years of industry experience, giving our clients a team of experts who come together to create a custom, flexible Financial Plan for each client.

Once we develop a financial plan, we use our decades of Wall Street experience to structure a long-term investment strategy that adjusts as circumstances change.   

First Financial’s portfolio managers have decades of institutional experience on Wall Street and our insurance experts work with some of the most sophisticated planning groups in the U.S.

From our offices in Little Rock, AR, and Bentonville, AR, we serve clients throughout the United States. 

It Begins with the Plan

In three decades, First Financial has yet to see two clients who need the same plan or services. We take the time upfront to listen to your unique story – to understand your financial goals, investment objectives, tax situation, risk tolerance and family dynamics. Then our team of specialists – all under one roof – creates a comprehensive plan and an investment strategy tailored specifically to you.

financial planning


At First Financial, we are a team of experienced financial partners – all under one roof – who together help you navigate the intricacies and complexities of building and managing wealth. We provide a range of services to grow your wealth and protect what you have worked so hard to earn.

Estate Planning

We work closely with Estate and Tax Attorneys (yours or ours) to design or update your Estate Plan, to ensure your plan remains current as circumstances change.


We review your existing life insurance coverage to make sure that it addresses current needs. Life insurance policies are complex, and we work closely with clients to make sure the current coverage makes sense.


We create an investment strategy that reflects your long-term objectives. Return objectives, personal goals, risk tolerance and market conditions all change over time. Our investment approach adjusts to reflect these changing conditions and we are always available to discuss your personalized strategy.


We create detailed 20+ year Retirement Plans that reflect your goals and allow you to track your progress toward retirement. Once in retirement, we adjust the strategy as needed to reflect the lifestyle changes that come in retirement.


We work closely with CPAs and Tax Attorneys to ensure that our strategies reflect ever-changing tax laws.

Executive Benefit Program

We work with CPAs and actuaries to design, implement, and closely monitor Defined Benefit Plans, Key Executive Life Insurance, Bank Owned Life Insurance (BOLI) and other programs that enhance the recruitment and retention of Executives and assist business owners with risk management.