Mustard Seed Wealth Management

About Mustard Seed Wealth Management

<p>From Magnolia in southern Arkansas, Mustard Seed Wealth Management works with families and organizations across the Ark-La-Tex region. The firm is a fee-only, fiduciary registered investment advisor founded in 2002 by Dr. David Ashby, with additional offices in Hope and El Dorado, Arkansas; Texarkana, Texas; and Monroe, Louisiana.</p> <p>Mustard Seed Wealth Management provides financial planning and investment management, with portfolio design and ongoing management at the center of the relationship. The team also handles estate planning coordination, tax-aware planning, wealth transfer, charitable gifting, and guidance for life transitions.</p> <p>For retirement plan sponsors, the firm offers 3(21) fiduciary support as part of its work as <a href="/plan-advisors">plan advisors</a>. A key differentiator is its five-office, community-based footprint, which supports in-person planning while still covering a multi-state client base.</p> <p>As of 2026, Mustard Seed Wealth Management reports $0.4B in assets under management. The firm also provides education geared to retirees, pre-retirees, business owners, independent women, and non-profits, with an emphasis on clarity, confidence, and communication.</p> <ul> <li>Fee-only, fiduciary RIA investment advice</li> <li>3(21) retirement plan fiduciary services</li> <li>Portfolio management and ongoing monitoring</li> <li>Estate planning and wealth transfer coordination</li> <li>Charitable gifting and tax-aware planning</li> </ul>

Website: https://www.msfwm.com/

Founded: 2002