In 2005, after a decade of service in the Air Force, David Lee made the life-changing decision to leave behind the cockpit and focus on what mattered most — his family. That same year, he founded Mach 1 Financial Group, driven by the discipline and relentless pursuit of goals that he honed as a U.S. fighter pilot. Fast forward to 2023, Mach 1 is firmly established in Rogers, just off I-49. This space is built for growth, providing the flexibility to adapt and flourish for years ahead.
Mach 1 is a fiduciary firm that treats clients like family. Unlike individual financial advisors, Mach 1 operates as a team of seven advisors with nearly 100 years of combined experience, offering diverse perspectives and seasoned portfolio management. The logo, featuring four planes, represents both David’s fighter pilot background and the company’s four-step financial planning process. This process includes defining the mission (goals like retirement or charitable giving), creating a tailored financial plan, reviewing and setting it in motion, and consistently communicating through regular check-ins.
Through the commitment to being Mission Focused and Purpose Driven, Mach 1 strives for excellence in everything they do. Being Mission Focused means thinking with an abundance mentality, setting ambitious goals, and creating a plan to pursue them. As CEO Matt Walters CFP® puts it, “The hardest part of a financial plan isn’t building it, it’s getting the client to dream big enough for their life.” Being Purpose Driven is rooted in Christian values, creating meaningful goals that inspire action and lasting impact. One key goal that drives the firm is investing in the next generation. Through support of 5 next generation focused organizations, Mach 1 is empowering the children of today, who will become tomorrow’s investors.
At Mach 1, the person comes before their plan. This philosophy is reflected not just in how they manage portfolios, but in the way they listen. In one memorable instance, a client came in for a financial plan, but the meeting turned into something more. For most of the session, finances weren’t even on the table. David simply listened, prayed, and offered words of encouragement. Being there to hear someone’s needs and guide them through life’s challenges is what drives their team. On top of that, Mach 1 offers an authentic and insightful perspective on market news, investment strategies, and other timely financial topics through their weekly podcast, The Market Moment. Every Tuesday, listeners get to hear directly from their advisors, allowing clients to connect with the voices behind the advice, while giving prospects a chance to familiarize themselves with the team.
At the heart of everything, Mach 1 is deeply committed to helping the people of Northwest Arkansas live the life they want, using money as a tool. Whether it's pursuing passions, reaching financial goals, or achieving financial independence, they are there every step of the way, working to make their clients' dreams a reality.
The Next Gen Charity Golf Classic
April 28 8:00 a.m., Shadow Valley Country Club
Benefitting Loving Choices Pregnancy Centers, The Children and Family Advocacy Center, Northwest Arkansas Children's Shelter, The CALL in NWA, Fellowship of Christian Athletes