A private wealth advisory practice of Ameriprise Financial Services, Inc.
  • Tax planning strategies

    Learn how taxes can influence your financial planning decisions.
    Explore taxes
  • Get to know us

    We enjoy helping our clients achieve their financial goals. Learn about our team members.
    Meet the team
  • How we work

    We take the time to understand what’s important to you and deliver personalized advice.
    Learn more

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

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.

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.

The Ameriprise difference

most trusted1
in customer loyalty2
in customer service3

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 to learn more. (0:30)