Andrea McKeown, APMA, CDFA

10/22/2026

One of my favorite ways to give back! Lindsey House is doing incredible work!

Small acts of kindness make a BIG difference!

For several years now, Small Wealth Management has generously provided snack items for the Lindsey House food pantry, helping ensure our families have access to the things they need.

As the cost of everyday essentials, like groceries and gas, continue to climb, having a little extra support can make a big difference in a family's budget.

Thank you, Small Wealth Management for your continued support!

10/21/2026

Okay, I thought I was excited for Tennessee football before… apparently I had NO idea!

We had the best time at the Tennessee vs. Alabama game Saturday. Chris, Meritt, Sam, and I even got to spend some time down on the field, which hits a little differently when you know your own kiddo will be out there in 2027.

Still kind of surreal. Still ridiculously proud.

Sam, we cannot WAIT to cheer you on in that Tennessee orange!

10/19/2026

The best financial conversations start with understanding where you stand today.

OmniView® can help create a more complete view of your financial life, providing added perspective as we plan for what's next.

10/16/2026

10/09/2026

If you’d like to discuss the different ways you can save for your child’s future, let’s connect.

If you’d like to discuss the different ways you can save for your child’s future, let’s connect.

Learn how Trump Accounts work and if they fit into your family’s financial strategy.

10/08/2026

Let’s connect if you’d like to explore strategies to take advantage of AI-fueled growth opportunities, while also balancing against potential risk.

Let’s connect if you’d like to explore strategies to take advantage of AI-fueled growth opportunities, while also balancing against potential risk.

Could the AI engine overheat?

10/07/2026

Selling your business isn’t the end of the story. It’s the start of what’s next. Ican assist you in planning your transition to help preserve value and reflect your vision.

10/06/2026

Major shifts in energy, infrastructure and technology are creating both opportunities and risks for investors. If you’re curious about how these trends may affect your investment portfolio, let’s connect.

Major shifts in energy, infrastructure and technology are creating both opportunities and risks for investors. If you’re curious about how these trends may affect your investment portfolio, let’s connect.

See how rising power demand may create investment opportunities across the energy ecosystem.

10/02/2026

Having too much cash sitting on the sidelines in a money market fund might seem like a safe move. But history shows that there’s an opportunity cost to playing it too safe. Simply put, cash has less growth potential and most likely won’t help you reach your long-term goals. Even with periodic market downturns, history shows that markets eventually rebound, recoup their losses, and ultimately move higher — outperforming cash by a wide margin.