Team profile


What you can expect when you work with us

Our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
Request a consultation

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
  • Cash Flow Management Strategies
  • Sustainable and Responsible Investing
  • Investments
  • Tax Planning Strategies

Awards & recognition

  • Joey Small, Barron’s Top 1,200 Financial Advisors, 2009-2022, #1 ,2014 & 2022
  • Joey Small, Ameriprise Chairman's Advisory Council, 2006-2022
  • Joey Small, Forbes Best-in-State Wealth Advisors, 2018, 2020-2022
  • Ryan Bartholomew, Forbes Best-in-State Wealth Advisors, 2021, 2022

Community participation

Providing gifts for the residents at Ronald McDonald House in Little Rock, Arkansas
Providing gifts for the residents at Ronald McDonald House in Little Rock, Arkansas
  • Arkansas Children's Hospital
  • March of Dimes
  • Project Hope Food Bank
  • Shop-With-A-Cop
  • Arkansas Donor Family Council
  • 20th Century Club
  • Conway Human Development Center
  • Marine Corp's Toys for Tots
  • Tulsa Dream Center