Fiduciary advisors in Rogers, AR

Rogers, Arkansas

Delta Wealth Advisors, based in Bentonville, Arkansas, provides financial planning and investment management services to individuals, families, business owners, and high-income earners. The firm's advisors—including David Lange (CFP®, CLU®, CLTC®, APMA™) and Seth Holder (CRPC®)—structure their practice around comprehensive financial planning before customizing investments to support client objectives. The firm serves clients navigating life transitions such as retirement, business sales, and wealth transfer, with a focus on aligning financial strategies with personal values and goals.

Rogers, Arkansas

Legacy Capital is an investment advisory firm in Rogers, Arkansas. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 23 Google reviews.

Rogers, Arkansas

Mach 1 Financial Group is an investment advisory firm in Rogers, Arkansas. Services include Estate Planning, Financial Planning, Investment Management, and Retirement Planning. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.9-star rating from 27 Google reviews.

Rogers, Arkansas

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Rogers, Arkansas. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open daily.

Rogers, Arkansas

Turner Financial, based in Rogers, Arkansas, provides financial planning and investment management services alongside retirement, estate, education, and tax planning. The firm is led by Josh Turner, a dually registered investment advisor since 2003 with Series 7 and Series 65 licenses and registration across multiple states, and his wife Melissa Turner, a certified financial coach. The practice offers registered investment advisory services, asset management, insurance policy review, and financial coaching, drawing on a philosophy influenced by the Ramsey approach to personal finance.

Rogers, Arkansas

Independent RIA

Willow Financial is an independent registered investment adviser in Rogers, Arkansas, offering financial planning, investment management, and estate planning services while operating under fiduciary standards. The firm serves clients approaching or in retirement, with a specialized program called Pathway by Willow designed for key employees of major regional employers like JB Hunt, Tyson, and Walmart. The team is led by Managing Partner Steven Schmitt (CFP®, AEP®, MSFS, AIF) and includes partners Madison Derden and Philip Kapler, who together provide customized planning through both one-time consultations and ongoing advisory relationships. The firm has earned a 5-star rating across 19 Google reviews.