Team profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and we can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

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

Awards & recognition

  • 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 - 2025
  • Joey Small, Ameriprise Chairman's Advisory Council, 2006-2024
  • Joey Small, Forbes Best-in-State Wealth Advisors, 2018, 2020-2024
  • Ryan Bartholomew, Forbes Best-in-State Wealth Advisors, 2021 - 2024
  • Chris Mc Keown, Forbes Best-in-State Wealth Advisors, 2023 & 2024

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

Our photos

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