A wealth of
experience.

Three generations of advisors working as one team, helping Arkansas families, business owners and institutions plan, invest and pass on what they've built.

$860M+Assets managed
$1B+Assets under advisement
85+Combined years of experience
1992Serving clients since

Work with one advisor.
Get the whole team.

TMB began in 2017, when Scott Tabor and William McMillan joined their practice, The Tabor Group, with Ben Bailey's. In 2025 the firm became an independent Registered Investment Adviser, so the advice you receive is shaped by your goals and nothing else.

Today four advisors, from their late twenties to their sixties, share every client relationship. You get more than one perspective on your plan, and a team that will still know your family a generation from now.

SimplicityPlans you can explain at the dinner table.
TransparencyClear fees. Straight answers.
AdaptabilityYour plan changes when your life does.
ServiceA real person who knows your name picks up.
TMB advisors Zack Sokora, Ben Bailey, Scott Tabor and William McMillan in their Little Rock office overlooking the Arkansas River

“Personal finance is more personal than it is finance.”

Morgan Housel

A minute on Cottondale Lane.

The office, the river view and the people you would work with.

Plan first.
Then invest.

Every portfolio we manage starts with a written plan built around your goals. The investments serve the plan, not the other way around.

See how we work

  1. 01

    Discover

    We listen first: your goals, your family, how you feel about risk.

  2. 02

    Plan

    A written plan for income, taxes, estate, insurance and education.

  3. 03

    Invest

    Separate portfolios for building wealth and for living on it.

  4. 04

    Monitor & serve

    Regular reviews, rebalancing, and a team that calls you first.

The TMB team on the deck of their Cottondale Lane office above the Arkansas River

Three generations.
One table.

Scott, William, Ben and Zack share every client relationship, backed by Sara and Brittani in client service. When one of us is on vacation, retiring, or simply busy, your family is still in familiar hands.

Meet the team

Planning your next chapter?

You spent a career earning your clients' trust. If retirement is on the horizon, let's talk about how TMB can carry those relationships forward, on your timeline and with your clients' interests first.

Start a confidential conversation

Let's start with a conversation.

Thirty minutes, no obligation. Meet at our office on the river or by video.