Introducing Smalley Investments, a wealth management firm with a personal touch.

We offer personalized portfolio management and financial planning to exceptional families & organizations.

Our approach

We only work with a handful of clients who value personalized attention and customized portfolios, including for our qualified investors, private equity & hedged strategies.

While all of our clients have access to their financial plans and investments online, we prefer face-to-face meetings over espresso to catch up on the family, look at vacation photos, review the portfolio and discuss inspirations and dreams.

  • Portfolio management

  • Financial planning

  • Retirement plan provider

  • Risk management

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Meet our team

  • Joe Smalley

    Founder + Principal

  • Ryan Balks

    Managing Director, Financial Planning

  • Kendra Osowski

    Managing Director, Retirement Plans

  • Aubrey Orr

    Service Team Manager

  • Sean Smalley

    Financial Services Assistant

  • Kalista Bancroft

    Marketing Specialist

  • Madelyn Arsenault

    Client Services Specialist

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