Financial Management, Inc.

John Robinson is a CFP® professional with 39 years of experience in financial advising. He has been with Financial Management, Inc. since 1986 and also works with Barefoot Consultants, where he provides life transitions coaching for clients considering retirement or international relocation. His prior work includes a 27-year tenure at the University of Arkansas for Medical Sciences. Financial Management, Inc. offers investment management and financial advisory services to individuals, retirement plans, nonprofits, and businesses. The firm employs a strategic asset allocation approach based on Modern Portfolio Theory and quantitative research, managing approximately $181 million in client assets.

Harold Grubbs is a financial advisor with Financial Management, Inc. in Little Rock, AR, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Financial Management, Inc. since 1986. Outside of his advisory role, he is involved with Brush Mountain Construction, a business that sells air purification products. Financial Management, Inc. provides investment management and financial advisory services to individuals, retirement plans, nonprofit organizations, and businesses, managing approximately $181 million in client assets. The firm’s investment approach emphasizes Strategic Asset Allocation based on Modern Portfolio Theory and quantitative research, using exchange-traded funds and mutual funds while considering individual securities and alternative investments when appropriate.

Jessica Wallace is a financial advisor at Financial Management, Inc. with 9 years of industry experience. She holds a Series 65 designation and has been with Financial Management, Inc. since 2007. Outside of her advisory role, she owns and manages Wallace Tile, LLC, a tile design and installation business. Financial Management, Inc. provides investment management and financial advisory services to individuals, retirement plans, nonprofit organizations, and businesses. The firm employs a Strategic Asset Allocation approach based on Modern Portfolio Theory and quantitative research, managing approximately $181 million in assets.

Stephen Goetze is a financial advisor at Financial Management, Inc. in Little Rock, Arkansas. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Financial Management, Inc., he worked at Crews & Associates, Inc. and has held roles at the University of Arkansas and Ernst and Young. Financial Management, Inc. provides investment management and financial advisory services to individuals, retirement plans, nonprofit organizations, and businesses. The firm uses a Strategic Asset Allocation approach based on Modern Portfolio Theory and quantitative research, typically implementing portfolios with exchange-traded funds and mutual funds.

Spencer Smith is a financial advisor at Financial Management, Inc. with a Series 65 designation and two years of industry experience. His prior roles include positions at Crews & Associates, Inc., the University of Oklahoma, and the University of Arkansas. Outside of finance, he managed Smith Lawn Care, LLC for seven years. Financial Management, Inc. provides investment management and financial advisory services to individuals, retirement plans, nonprofit organizations, and businesses. The firm employs a Strategic Asset Allocation approach based on Modern Portfolio Theory and quantitative research, utilizing exchange-traded funds and mutual funds while considering individual securities and alternative investments as appropriate.

Joseph Perrone is a CFA® charterholder based in Little Rock, AR, with over 25 years of experience in the financial industry. He worked at Forest Hill Capital from 2002 to 2026 before joining Financial Management, Inc. in 2026. Financial Management, Inc. provides investment management, financial planning, fiduciary, and consulting services to individuals, retirement plans, non-profit organizations, and businesses. The firm emphasizes Strategic Asset Allocation informed by Modern Portfolio Theory and uses mutual funds and ETFs alongside selective individual securities, offering customized investment policy solutions and a range of consulting services.

James Stockton Jr. is a CFA® charterholder and holds a Series 63 license, currently serving as an advisor with Financial Management, Inc. in Little Rock, AR. He has over a decade of experience in the financial industry, including nine years at Wells Fargo Securities, LLC and two years at Forest Hill Capital before joining his current firm. Financial Management, Inc. provides investment management, financial planning, fiduciary, and consulting services to individuals, retirement plans, non-profits, and businesses. The firm’s approach centers on Strategic Asset Allocation informed by Modern Portfolio Theory and quantitative research, often utilizing mutual funds and ETFs alongside customized portfolio solutions.