Invested In You.

Financial Planning Advisors serving Northwest Arkansas.

At Mach 1 Financial Group, we create personalized financial plans alongside families as they pursue purpose-driven lives.

Each family's financial path is unique. We make it easy to connect with the right level of service and support to meet your needs:

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Connect with an Advisor

Existing client? Book a planning session here

THE RETIREMENT FLIGHT PLAN

INVEST 15 MINUTES.
During your introductory phone call, an advisor will ask questions to better understand your unique circumstances, concerns, and goals.

If Mach 1 Financial Group could partner with you to help you accomplish your mission, your advisor will schedule your complimentary first appointment.

Book My 15-Minute Introductory Call

OUR 4-STEP PROCESS

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Mission Objectives

Where are we going?

When it comes to financial planning, we start with your life’s mission. We will help you determine which service offering is the best fit for your needs. In your first appointment, your advisor will help you dream. What do you wish you could do?
Let’s do it together.

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MISSION BRIEFING

How will we get there?

Our team of advisors will create a complimentary financial plan based on your aspirations and risk tolerance. Our team- based approach gives you access to in-house specialists in planning, investing, taxes, retirement, estate planning, and more.

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MISSION EXECUTION

Get on board!

We strive to be excellent stewards of the funds you have worked hard to accumulate. An advisor will review your plan with you until you are comfortable and confident. Once you are satisfied with your financial plan, we will allocate accounts!

Welcome to the Mach 1 family!

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MISSION DEBRIEFING

Stay the course.

We regularly review your strategy and recalibrate your plan based on the market landscape and life changes. Your financial plan should grow and change with you! Your Client Success Manager and Financial Advisor will actively manage your accounts so you can focus on what matters most - living a purpose-driven life.

Take the First Step

SERVICE OFFERINGS DESIGNED FOR PEOPLE JUST LIKE YOU.

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For investors who want a simplified investment experience — without sacrificing professional oversight.

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For those wanting a personalized, comprehensive approach for their financial journey — with enhanced planning capabilities and expanded support.

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For families and individuals with complex financial needs seeking the highest level of planning and sophisticated solutions.

Learn More About Our Service Offerings

Ready to get started? Find the best fit for you in just 15 minutes!

Schedule an Introductory Phone Call

HOW CAN WE HELP YOU?

Talk to an Advisor >

BUILT ON A FIGHTER PILOT’S DISCIPLINE

David Lee founded Mach 1 Financial Group in 2005 after serving as a fighter pilot in the United States Air Force. Every mission he flew followed a rigorous 4-step process: define the objective, brief the plan, execute with precision, debrief to improve.

He brought that same framework to financial planning — because in both a cockpit and in retirement, there's no margin for a plan that falls apart under pressure.

Combined with three core values rooted in his faith, that discipline has guided Mach 1 for over 20 years and has helped thousands of families in Northwest Arkansas and beyond.

INTEGRITY FIRST Mathew 5:37
OTHERS BEFORE SELF Philippians 2:3-4
EXCELLENCE IN ALL WE DO Colossians 3:23

Design My Retirement Flight Plan
Meet the Team

WATCH YOUR DREAMS TAKE FLIGHT.

Ready to take the first step?

Book Your Free 15-Minute Call

OR
Call our office directly: (479) 876 - 2100

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