André Small, CFP®, MBA

Delivering Clear Solutions for Your Financial Success

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A Small Investment, LLC André Small, CFP®, MBA
Houston, TX

Serving Clients Nationwide

Delivering Clear Solutions for Your Financial Success

Areas of Focus

  • Cash Flow
  • Financial Life Planning
  • Investment Management
  • Retirement Planning
  • Taxes

About Me

Hi, I'm André Small. With over 15 years of experience in financial planning, I’m here to collaborate with you to turn your intentions into prosperity.

As a Certified Financial Planner with an MBA in Finance and a Bachelor’s degree in Organizational Leadership, I bring a deep wealth of knowledge and practical expertise to every conversation.

My journey in finance has been shaped by a passion for helping others, guided by my faith and love for family. I started as a Series 7 licensed advisor, directly managing client assets. Now with my current 66 license, I focus on providing timely, actionable advice tailored to those who need a trusted second opinion or a personal CFO.

At my firm, I collaborate with high earners and high net worth professionals who are hands-on with their finances but need expert guidance to unlock their full potential. I see myself not just as an advisor, but as a creative visionary and meticulous strategist, working alongside you to prioritize what matters most in your financial life.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Master of Business Administration (MBA)

Primary Location

Houston, TX, 77044

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Advice-Only
  • Fee Only
  • Flat Fee
  • Hourly Rate
  • Subscription

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free introductory call. In our complimentary consultation, we’ll discuss your financial goals, current situation, and how we can help. You’ll get an overview of our services, fee structure, and answers to any questions. This meeting is about determining if we’re a good fit, with no obligation to proceed. Feel free to bring any documents or questions to make the most of our time together. I look forward to speaking with you.

Offers Investment Management

Yes

About our Firm

A Small Investment was founded on the belief that everyone deserves financial empowerment.

With years of experience and expertise, our platform provides comprehensive financial planning solutions to collaborate with individuals, families, and businesses to achieve financial stability and growth.

As a Certified Financial Planner dedicated to offering personalized consultations and guidance, ensuring that each client receives tailored financial advice to meet their specific needs and maximize potential to meet their financial goals.

Why Choose A Small Investment?

✔️ Expert Guidance

Personalized consultations with a Certified Financial Planner(R) for sound financial decisions.

✔️ Educational Resources

Access to online resources, books, and quick cards for enhancing financial literacy.

✔️ Customized Solutions

Tailored financial strategies to meet your unique goals and aspirations.

✔️ Adaptive Planning

Leverages real-time data and analytics to create flexible, responsive strategies that evolve with your changing circumstances.

Ready to learn more?

Let’s talk. Click the 'Book Intro Call' button above to review the pricing page and select a planning strategy that works for you.

Education

University of Houston-Victoria, Master's Degree | University of Houston, Bachelor's Degree

Hobbies and Interests

  • Family

Who We Serve

  • Baby Boomers
  • Corporate Executives
  • Dual Income Family
  • Gen X
  • Intergenerational Families

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.