round table financial

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.

Who We Are

Personalized Financial Planning with Arkansas Roots

At Round Table Financial, we believe in doing things differently—putting your financial future first with independent, fiduciary-focused services. With over 40 years of experience, our team of seasoned advisors provides direct investment management without third-party interference. Whether you’re planning for retirement, estate strategies, or seeking financial guidance, we take a straightforward, relationship-driven approach to help you navigate your financial journey.

Our Services

Tailored Financial Solutions to Fit Your Life

Retirement Planning

Create a financial roadmap that ensures security and stability for your retirement years.

Estate Planning

Protect your legacy and ensure your loved ones are cared for with strategic estate planning solutions.

Financial Planning

Personalized guidance to help you make informed financial decisions with confidence.

Our Four Pillars of Premium Service

A Commitment to Your Financial Well-Being

At Round Table Financial, our commitment to excellence is built on four core principles that guide every decision we make. These pillars ensure we provide a thoughtful, personalized experience that helps you navigate your financial future with confidence.

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Empathy

We take the time to understand your unique financial goals and concerns to provide personalized solutions.

Knowledge

With decades of experience, we provide insightful advice to help you make informed decisions.

Diligence

We proactively manage your investments with careful attention to detail and strategic foresight.

Integrity

Transparency and honesty are the foundation of every client relationship we build.

Get Your Risk Score

Find Out How Much Risk Is Right for You

Understanding your risk tolerance is key to building a successful investment strategy. Take our quick risk assessment quiz to discover your comfort level and align your investments with your financial goals.