Old Fort Wealth Management - Fort Smith, Arkansas

Hayley S.

I recently had the pleasure of working with Melanie, and I could not have been happier with the whole experience!

As a younger person wanting to learn more about my finances and make sure my money is working FOR me, I came in with a lot of questions and a desire to learn more.

No matter the question or scenario, Melanie was able to explain everything in such an easy manner that anyone would be able to understand. Because of her, I feel like I have a much better understanding of my finances and retirement and look forward to working with her more to expand my knowledge even more.

I would highly, highly recommend Melanie to anyone wanting any financial services.

Ginger G.

Melanie came highly recommended by my dear friend who is very much on top of her finances and investments. Melanie and her staff are so easily accessible and will happily do what it takes to meet on my time frame. Melanie is easy to get to know and uses language that is easy to understand. She really cares about what her client’s needs and future plans are. She’s an excellent teacher, makes you feel at ease immediately and is in no way interested in high pressure tactics. I’m so glad I connected with Old Fort Wealth Management.

John C.

I just want to say that every experience I have had with Melanie has been awesome, she and her staff know their business. She also surrounds herself with a network of people. Thanks Melanie.

Gloria C.

Melanie has been my Financial Advisor and friend for around 20 years. I liked and trusted her immediately and she hasn't ever let me down. The main reason I hired her as my Advisor is because she is a CPA and I am a CPA, so I liked the fact that she had the big picture for my investments and me. Now that I am retired, she continues to work with me as I draw on my retirement, but not forfeit my hard work on taxes.
Melanie has values and customer service; and in this day and age, those two attributes are hard to come by.
I highly recommend Melanie and her staff for any financial needs. I have been more than pleased with my results.

Sam G.

My wife & I sat down for one of Melanie’s free consultations and we were extremely happy with the time we were able to spend with her. The office staff was very warm and welcoming. Melanie was very personable & we absolutely felt like she listened to our questions and tailored her expertise for us. No high pressure sales, no system to buy into, just honest answers and good advice. We plan to continue using her services.

Len B.

My wife and I tried a couple different investment firms, but when we met Melanie we knew from the first return that we had made the right choice.Many years later we still have the same feelings as our investments have met our acceptance. The door is always open to get Melanie or someone to give you the information you need. Melanie and Lisa are top notch at what they do, and visiting their office is like visiting family.

Andrew V. S.

Met with Melanie , what an absolute pleasure. Very welcoming and opening environment. Melanie and her staff have gone beyond customer service and exceed hospitality. Extremely knowledgeable and has the ability to break down complex systems into easy ways of understanding. Anything to do with Taxes or money management can make anyone feelings of uncertainty and anxiety. But Melanie and her staff break it down to the basics, and builds a real relationship with you. They are far from being after your money they truly have your best interest at heart. I left my meeting with her filling hopefully and confident. With Old Fort Wealth your not a number or just a random face in the crowd they have really gone above and beyond to make it feel like an extension of home and family. I look forward to many years of doing business with Old Fort Wealth. I would not trust my financial planning or taxes with these big companies and corporate entities. She will do more for you then any of the big banks, and will be more happy to see you hitting your financial goals , and watching you grow and prosper with the help of her team. I wouldn’t trust anyone else with my business. Don’t pass Old Fort Wealth up I promise you it’s worth your time and energy to meet this team of experts. We are truly blessed to have a company that values and operates in truth , transparency, and integrity.

Bobbi M.

Melanie at Old Fort is fantastic! She is competent and professional. Melanie knows her job and has no issues helping her clients achieve their goals. Highly recommend!!