ClientFirst Wealth Management

My husband chose ClientFirst Wealth Management on the recommendation from a family member. We have been very pleased with Ed and his fast response to any questions or needs that we have. He takes his time with you and explains everything that you will need to know. We would definitely recommend to our friends and family!
Sep 13th, 2021

I have been client with ClientFirst for more than a decade and have found that as a financial advisor, Ed Mahaffy is unsurpassed in his knowledge of both fixed income and equity markets. More importantly, his integrity and honesty leave me sleeping well at night knowing that he is more than just a fiduciary in name--he has proven that he truly has my financial interests at the center of every decision he makes for my account. I know that Ed personally manages my portfolio specifically for my needs-no cookie-cutter portfolios here. If you are saving for retirement or are currently retired, you should set up a free consultation with ClientFirst and see how Ed Mahaffy can help you reach your financial goals. -Brett P.
Jul 27th, 2021

Ed Mahaffy was highly recommended by a friend, and in 2005, after my husband and I met with him and made the decision to put all my husband’s retirement and 401-k funds in his hands. We have never regretted that decision. Even with the market going up and down, as it has over the past 16 years, Ed has always kept our funds safely invested. Take our word for it, he won’t disappoint.
Jul 1st, 2021