We offer advice and solutions for investment management, tax planning, retirement planning, insurance, estate planning, and charitable gifting. With objectivity as one of our primary values our goal is to give you the best possible advice, whether you are a successful individual, business owner, or foundation.
We help successful families, business owners, and foundations make wise decisions with their money so that they can spend their time doing what they love. We act as a personal Chief Financial Officer for our clients by ensuring assets are invested wisely, making sure excessive risks are avoided and by seeking for ways to minimize taxes, both on investments and in businesses.
We help successful families, business owners, and foundations make wise decisions with their money so that they can spend their time doing what they love. We act as a personal Chief Financial Officer for our clients by ensuring assets are invested wisely, making sure excessive risks are avoided and by seeking for ways to minimize taxes, both on investments and in businesses.
Services
In 2002 J. David Ashby and Darla Williams founded Mustard Seed Financial, LLC, a fee only advisory firm in Magnolia, AR. The company name comes from the biblical description of the mustard seed. They are the smallest of seeds that grow into a tree the birds can nest in, a good reference to what can happen to an individual's finances with proper planning.
Dr. David Ashby worked as an accountant and even taught accounting classes before becoming a professor at SAU. His accumulated degrees took him to Ole Miss and eventually LA Tech, where he earned his doctorate. He later became a Certified Financial Planner professional and launched the first financial planning curriculum in AR at SAU.
We act as a personal Chief Financial Officer for our clients. We ensure their assets are invested wisely, making sure they do not take excessive risks. We look for ways to minimize their taxes, both on their investments and in their businesses. We make sure they have a sound plan in place for transferring their assets to their heirs.
A strong planning process is the best way to create a more financially secure future. It is crucial to create a financial plan that seeks to protect your needs now and plans for the future in a tax efficient manner. It is our goal to assist you to build a solid financial structure that will stand the test of time and that will grow and build wealth for you and your family.
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Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website.When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.
Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website.When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.
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