About our Firm

 

Founded & headquartered in Little Rock, Arkansas

Gadberry Financial Group was founded over ten years ago by Jay Gadberry.  Jay worked with major financial institutions for decades prior to launching his own firm. Although Jay learned a lot during those years of service, he also learned that there was a gap to be filled in the wealth advisory sector. He wanted to build a full service investment firm that was focused completely on the benefit and success of his clients rather than on sales and commissions. He wanted to be able to focus on building long-term relationships with real people in a way that supported the Little Rock community he loved so much.

Three decades later, Jay, along with his wife Pam, has grown Gadberry Financial Group to include multiple locations – Little Rock, Northwest Arkansas, and Dallas – and a talented team. We are thrilled to be able to serve these expanding communities with the same passion and excitement for growth that helped us succeed in our beloved hometown.

Committed to Little Rock

We know how to create wealth

We are dedicated to helping our clients navigate their financial journey with sound financial strategies and cutting-edge industry expertise. As an independent firm, our sole focus is your financial success.

Jay B. Gadberry, CIMA®

President and CEO
Wealth Advisor – Senior Consultant

Levon James

Vice President – Chief Operating Officer

 

Pam Gadberry

Vice President –
CFO/CAO

L. Dan Fry

EVP Business Development
Director of Retirement Plan Services

Kyle Kullander

Business Development Associate

Chase Billups

Wealth Advisor, Dallas TX

Andrew Adams

Sr. Wealth Advisor, Bentonville

Company Profile

We are committed to helping the businesses and families of Arkansas accumulate, grow, and protect their wealth with mindful stewardship and in-depth financial expertise. We work closely with every client to create a custom financial plan tailored to your unique financial circumstances and preferences. Our goal is to help you plan for and achieve a brighter future for yourself and your family.

Our ADV

Client Profiles

  • High net worth individuals and their families
  • Business Owner or Entrepreneurs
  • Corporate Executives
  • Corporate Retirement Plan Sponsors
  • Corporations
  • Foundation or Endowments
  • Family Offices
  • Healthcare Professionals
  • Education Professionals
  • Professionals

Guiding Principles – Core Values

  • Objective independent investment guidance
  • High standards of discretion and privacy
  • Strong commitment to lifelong association
  • Service and transparency to our clients