Our profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. We help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how we can help you move closer to your financial goals.


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Areas of focus

  • Retirement Plan Distribution
  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Family Finances
  • Investment Management
  • Saving for Education
  • Intergenerational Planning
  • Social Security Retirement Benefits
  • Retirement Income Strategies
  • Business Retirement Plans
  • Charitable Giving Strategies
  • Cash Flow Management Strategies
  • Sustainable and Responsible Investing
  • Investments
  • Tax Planning Strategies

Awards & recognition

  • Joey Small, Barron's Top 1,500 Financial Advisors, 2026
  • Joey Small, Barron's Top 1,200 Financial Advisors, 2014-2025, #1 in Arkansas 2022 - 2023, 2025
  • Joey Small, Barron's Top 1,000 Financial Advisors, 2009-2013
  • Small Wealth Management, Forbes Best-in-State Wealth Management Teams, 2023 - 2026
  • Joey Small, Ameriprise Circle of Success Chairman's Advisory Council, 2006-2026
  • Joey Small, Forbes Best-in-State Wealth Advisors, 2018, 2020-2026
  • Ryan Bartholomew, Forbes Best-in-State Wealth Advisors, 2021 - 2026
  • Chris Mc Keown, Forbes Best-in-State Wealth Advisors, 2023 - 2026

Community participation

Providing meals for the residents at Ronald McDonald House in Little Rock, Arkansas
Providing meals for the residents at Ronald McDonald House in Little Rock, Arkansas