INTEGRATED TAX STRATEGY
FEE-ONLY FINANCIAL PLANNING
INVESTMENT MANAGEMENT
Five8 Financial is an independently owned, fee-only fiduciary firm providing tax-focused financial planning and investment management for established professionals and families across Northwest Arkansas, including Bentonville, Rogers, Fayetteville, and surrounding communities.
As a fiduciary, every recommendation we make is grounded in your best interest — not commissions, product sales, or outside incentives. At Five8, clarity comes first. We weave tax planning into every decision through strategy, precision, and long-term alignment to your wealth and what matters most to you.
We manage the complexity — the calculations, coordination, and ongoing analysis — so you can move forward confidently, knowing your financial plan is working behind the scenes.
WHO WE SERVE
Five8 partners with professionals and families who value straightforward, seamless financial guidance. Our clients often include:
- Individuals and households with equity compensation, including RSUs, ISOs, and ESPPs
- High-income professionals navigating career growth, family priorities, and long-term financial decisions
Real estate professionals and solopreneurs navigating variable income, complex taxes, and growing wealth - Pre-retirees and retirees seeking integrated investment and tax strategies
If you’re looking for a fee-only financial advisor in Northwest Arkansas who delivers clear advice, proactive planning, and long-term partnership — you’ve found it.
AN ONGOING PARTNERSHIP, NOT A ONE-TIME PLAN
Your financial plan isn’t static, and your advisor shouldn’t be either. At Five8 Financial, planning is an ongoing partnership designed to evolve with your life. Your initial financial plan is just the beginning. The real value lies in what happens next. Through intentional meetings, proactive check-ins, and an annual planning cycle, we help ensure your strategy remains aligned as your goals, income, family needs, and tax landscape change. We anticipate opportunities, address challenges early, and keep your financial life coordinated — without you having to chase it.
Our financial planning services are ideal for clients who want a high-touch, detail-oriented advisor to help navigate tax-efficient wealth growth, equity compensation planning, retirement readiness, and long-term legacy considerations. At the core of our work is a comprehensive, client-first approach. No friction. No jargon. Just a dedicated presence ensuring your wealth strategy remains effortlessly aligned with your goals today, while keeping tomorrow in mind.
THE FIVE8 EXPERIENCE
We believe financial planning should feel structured, clear, and supportive — not overwhelming. Here’s what our clients can expect:
A thoughtful onboarding process that gathers essential information without unnecessary busywork.
A prioritized list of recommendations, so you know what matters now and what can wait.
Clear next steps and shared responsibilities — defining which tasks are handled and where your input is requested.
Regular reviews and ongoing planning to keep your financial blueprint current and aligned throughout the year.
MEET YOUR TEAM
The Five8 team combines technical precision with a boutique level of care and is genuinely invested in your success. Every client receives an elevated experience that makes complex financial planning feel effortless.
Our Affiliations
These organizations reflect our commitment to fee-only advice, fiduciary responsibility, and ongoing professional excellence, so you can feel confident in the guidance you receive.
LET’S CONNECT
If you’d like to explore whether Five8 is the right fit, we invite you to schedule a complimentary discovery call using the calendar below. Prefer to start with a message instead? Submit the contact form, and someone from our team will be in touch soon to continue the conversation.