NetworkยทFamily Office
๐ MAGNOLIA, AR
SEC CRD #801-66155
Wealth Management Services | Mustard Seed Wealth Management Follow Us Reach Out Today (870) 234-1618 Comprehensive Financial Planners Button Custom Investment Strategies For Every Stage of Life Reach Out Today Tailored Portfolio Management Button Experienced Investment Professionals Button From small beginnings come great things Button Retirement plans to meet your goals Button RETIREES PRE-RETIREES BUSINESS OWNERS NON-PROFITS FOUNDATIONS INDEPENDENT WOMEN Plans tailored to meet your goals... -Investment and retirement plans -Employer sponsored 401Ks -Estate planning advising -Protection and transfer of asset planning -Charitable gifting -Tax efficiency How Can We Help? Why choose Mustard Seed Wealth Management Tailored portfolio management to help clients reach their goals. Investment professionals dedicated to a high level of customer service. Comprehensive financial planners offering retirement planning , estate planning, tax efficiencies, transfer of wealth, charitable gifting and more. We are fiduciaries with a fee only structure we grow, when you grow. About Mustard Seed Wealth Management Mustard Seed Wealth Management was founded in 2002 by Dr. David Ashby, Professor Emeritus of Finance at Southern Arkansas University. The firm was founded on the premise of delivering high quality client service along with portfolio investment strategies structured using modern portfolio design. Fascinated by how people save and spend money, Ashby strives to guide clients to financial
JENNIFER N. MILAM
MEMBER/CHIEF COMPLIANCE OFFICER
๐ (870) 234-1618
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AUM
$449M
Location
MAGNOLIA, AR
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