Our Approach

Small and Associates Financial, you’ll notice something different from the first moment you walk through the door. The way you’re treated may remind you of something familiar.

We treat everyone like family, and that’s more than just helping you feel welcomed and comfortable. We tell you what you need to hear by providing tailored advice for your situation.

You need to know all your options including the upsides and potential downsides of any decisions. At Small and Associates Financial, we want you to succeed and feel confident about the choices you make.

This explains why, after working with our team, many people tell their friends and family about us, which is why the majority of our clients come from referrals.

Small and Associates Financial helps give you clarity for today and confidence for tomorrow.


Background and qualification information is available at FINRA's BrokerCheck website

Client Satisfaction 4.9 out of 5 rating based on 53 reviews 98.00


Honored to be recognized in Barron's

We’re proud that Joey Small, has been named to the Barron’s Top 1,200 Financial Advisors list for 2019. It features advisors who provide clients with a high-quality experience and lead the way in the industry. Joey truly enjoys helping his clients achieve their goals. We’d like to thank our clients for their trust and for the opportunity to continue working together.



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Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.


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Everyone has different financial goals and priorities. The right financial advisor can offer personalized, comprehensive advice that helps you prepare for what’s expected in life and even what’s not. Visit Ameriprise.com/brilliant to learn more. (0:30)