Broker Check

189 Keath Circle, Conway, AR 72034

501-733-1882
jeff.wicks@lpl.com

About

WELCOME
I'm in This Because
I Like Helping People

Financial planning can feel like a world full of jargon and fine print, and I think that turns a lot of good people away from getting the help they need. That's why I do things differently. I keep conversations real, I explain things in plain language, and I build plans that actually fit the lives our clients are living. I'm not here to sell you something — I'm here to work with you, like good neighbors who happen to know a lot about money.

Why I'm Different
A Few Things You Should Know About Working With Me

I don't operate like a big firm, and that's by design. Here's what shapes how I show up for the people I work with.


My Mission

My mission statement is to help my clients work toward financial independence through planning. We want to spend time with clients to determine their goals and objectives, time horizon, risk tolerance, and help them make suitable financial decisions for their future. Our mission is to build a long-term relationship with me, their trusted and knowledgeable advisor. We aim to accomplish this through education, training, integrity, and outstanding client service.


My Vision

I want to be the kind of financial person people tell their friends about — the ones who made the process easy, the conversations enjoyable, and the results meaningful.


My Core Values

Honesty, approachability, and respect for your time. I'll always give it to you straight, keep things simple, and make sure our work together fits into your life — not the other way around.

Meet Me
The Person Behind the Plan

I'd love the chance to introduce myself. Get to know the me, how I ended up doing this, and why I love the work.

Jeff Wicks

Jeff Wicks

Founder, Financial Advisor

501-733-1882

501-733-1882 (voice only)

jeff.wicks@lpl.com

I grew up and went to college in Pennsylvania. Moved to Arkansas in 1997 and now consider it to be my home. I attended Mansfield University of Pa where I graduated with a Bachelors Degree in Business Administration. I started my financial advisor career in 2015 with Edward Jones and eventually went independent in 2021. Opening my own firm in 2025. I enjoy working with Individual Investors and business owners in the areas of retirement planning, investing, estate planning strategies, risk management and Insurance. I am also very passionate about partnering with my clients to help them work towards their financial goals. I am a father of 5, a papa of 5, husband and Sports enthusiast. Our youngest son is a pitcher in the Chicago Cubs organization. My wife and I are always remodeling our home and completing "Pinterest" projects. We also spend time exercising, cycling and traveling.

Ready? Let’s Talk
If You Have Any Questions,
Feel Free to Contact Me

Whether you have a specific question or just want to see what working together could look like, I'm happy to chat. No strings attached.

Grab a Time to Chat