June 1st, 2026 — Rogers, Arkansas
Mach 1 Financial Group is proud to announce the launch of three innovative service segments designed to deliver customized financial planning and investment management to its clients. These new program options—Ascent, Aviate, and Apex—reflect Mach 1’s commitment to empowering families to live purpose-driven lives, providing them with the appropriate level of support needed for their unique financial journey.
Tailored Solutions for Your Journey
“Every family’s financial path is different,” said Matt Walters, CFP ®, CEO of Mach 1 Financial Group. “With our new service offerings, we make it easier than ever to connect with the level of planning and support that fits the client’s needs—making sure they are not over- or underserved.”
Mach 1 Financial Group’s Distinct Service Offerings:
Ascent: A Modern Investment Solution
Ascent by Mach 1 Financial Group is ideal for investors seeking a modern and simple investment experience – without sacrificing professional oversight.
Mach 1 Ascent clients will benefit from:
- Professional Oversight: Annual planning meetings with a dedicated financial advisor.
- Goals-Based Financial Planning: Tailored strategies to help toward individual goals.
- Investment Management: Investment opportunities through Mach 1’s ETF strategies guided by experienced advisors.
- Automated Trading & Rebalancing: Ability to stay invested with technology that keeps portfolios aligned.
- Investing on the Go: Ability to make deposits, transfers, withdrawals, and changes to accounts—anytime, anywhere.
- No Minimums. Reduced Fees.
Ascent by Mach 1 Financial Group breaks down barriers, enabling families to engage with trusted guidance and modern planning with ease.
Learn more about the services included in Ascent HERE
Aviate: A Personalized Approach to Financial Planning ($1-5M)
Aviate by Mach 1 Financial Group is designed for families or individuals who desire a personalized, comprehensive approach to their financial journey – with enhanced planning capabilities and expanded support.
Mach 1 Aviate clients will benefit from:
- A Personalized Approach: Semi-annual meetings with a dedicated financial advisor and in-depth, goals-based financial planning.
- Dedicated Support: Access to a dedicated Client Success Manager for onboarding and ongoing support.
- Professional Investment Management: Access to a full suite of public market strategies through Mach 1 Financial Group.
- Expanded Service Offerings: Enjoy access to a variety of services provided by Mach 1 Financial Group:
- Estate Planning*
- Charitable Planning
- Tax Planning and Coordination (Tax Preparation and Filing included with Aviate+)**
- Insurance Review
Aviate by Mach 1 Financial Group provides families with expanded services and dedicated support as they pursue their financial goals.
Learn more about the services included in Aviate HERE
*Estate planning services provided by wealth.com or a third-party law firm
**Tax preparation and filing services provided by a third-party accounting firm
Additional planning fees may apply. Additional fees may apply for estate and tax services provided by a third party. Ask an advisor for more information.
Apex: Complex Wealth, Sophisticated Solutions ($5m+)
Apex by Mach 1 Financial Group is ideal for families and individuals with complex financial needs seeking the highest level of planning and sophisticated solutions available.
Mach 1 Apex clients will benefit from:
- High-Touch Financial Advising: Frequent touchpoints with a dedicated Financial Advisor and Client Success Manager for proactive, goals-based planning.
- Extended Investment Management Opportunities: Access to a full suite of public and private market strategies provided through Mach 1 Financial Group.
- Unparalleled Service Offerings: Enjoy access to the highest level of services available through Mach 1 Financial Group:
- Estate Planning*
- Charitable Planning
- Tax Planning, Coordination, Preparation, and Filing **
- Insurance Review
- Legacy Planning
- Private Markets Platform: Explore opportunities beyond the public markets.
- Enhanced Reporting & Access to our Family Portal: Gain deep insights and stay organized through an exclusive high-net-worth family portal.
Apex by Mach 1 Financial Group is an all-inclusive planning experience built for families and individuals who desire high-touch, specialized support for their complex financial needs.
Learn more about the services included in Apex HERE
*Estate planning services provided by wealth.com or a third-party law firm
**Tax preparation and filing services provided by a third-party accounting firm
Additional planning fees may apply. Additional fees may apply for estate and tax services provided by a third party. Ask an advisor for more information.
Mach 1 Financial Group: Mission Focused. Purpose Driven.
Mach 1 Financial Group’s segmented service model is rooted in the belief that every client deserves a planning experience that propels them toward their life’s mission. The rollout of Ascent, Aviate, and Apex ensures families can find the level of service that suits their needs best—whether they are starting their financial journey or navigating complex wealth.
“We’re excited to offer more specialized care through these three service offerings,” Walters added. “The Mach 1 Financial Group team is invested in the people of Northwest Arkansas, and we believe Ascent, Aviate, and Apex will allow us to help even more families pursue purpose-driven lives.”
For more information about our service offerings and to find which tier suits you best, visit www.mach1fg.com or contact us at (479) 876 -2100 to get started today.
DISCLOSURES
*Estate planning services provided by wealth.com or a third-party law firm.
**Tax preparation and filing services provided by a third-party accounting firm.
Additional planning fees may apply. Additional fees may apply for estate and tax services provided by a third party. Ask an advisor for more information.
For full disclosures, please visit www.disclosures.mach1fg.com