Little Rock, Arkansas · Fiduciary Advisors
We Bring You and Your Investments to Our Table.
Independent financial guidance with a personal touch — designed to help you achieve your goals with clarity and confidence. Over 40 years of experience serving Little Rock families and businesses.
- Fiduciary Standard
- Independent & Fee-Based
- Direct Investment Management
Free Consultation
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a Seat at the Table?
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Mon–Thu: 8:30 am – 4:00 pm
Our Services
Tailored Financial Solutions
to Fit Your Life
01
Retirement Planning
Create a financial roadmap that ensures security and stability for your retirement years. Income strategy, Social Security timing, and tax-efficient drawdown — built around your timeline.
02
Investment Management
Direct, independent investment management without third-party interference. Diversified portfolios tailored to your goals and risk tolerance, actively monitored and adjusted.
03
Estate Planning
Protect your legacy and ensure your loved ones are cared for. Coordinate your estate plan so wealth transfers exactly according to your wishes.
04
Financial Planning
Personalized guidance to help you make informed decisions with confidence. A straightforward, relationship-driven approach to navigating every stage of your financial journey.
Our Four Pillars of Premium Service
A Commitment to Your
Financial Well-Being
Empathy
We take the time to understand your unique goals and concerns, providing personalized solutions designed around you — not a template.
Knowledge
With decades of experience, we provide insightful, fiduciary advice to help you make informed decisions with clarity and confidence.
Diligence
We proactively manage your investments with careful attention to detail and strategic foresight, watching so you don't have to.
Integrity
Transparency and honesty are the foundation of every client relationship we build. We are legally required to act in your best interest — always.
Getting Started
Four Steps to a Plan
That Works for You
Free Consultation
A 30-minute intro call — no obligation, no sales pitch. We learn what matters most to you.
Free Consultation
A clear, written plan built around your situation — independent, no third-party products pushed.
Free Consultation
Regular reviews, direct advisor access, and proactive adjustments as your life evolves.
Contact Us
Ready to Take a Seat at the Table?
Let's start a conversation about your financial future. Reach out to schedule a consultation and discover how we can help you achieve your goals.
Important disclosures: Round Table Financial is a registered investment advisory firm. Investment advisory services involve risk, including possible loss of principal. The information on this page is for educational purposes only and does not constitute an offer, solicitation, or tax advice. Round Table Financial does not guarantee any specific investment return or performance; past performance does not guarantee future results. Client testimonials, if any, are not representative of all clients and do not guarantee future results. All advertising copy is reviewed in accordance with the SEC Marketing Rule (206(4)-1). Please review our Form ADV for full disclosures prior to engaging our services.
Independent financial guidance with a personal touch. Serving Little Rock, The Heights, Hillcrest, and West Little Rock since our founding.
Contact
3625 Kavanaugh Blvd, Suite A
Little Rock, AR 72203
(501) 500-0105
info@rtfinancial.us
Mon – Thu 8:00 am – 4:00 pm
Fri – Sun Closed
SERVICES