As a trusted voice in finance, Dave Ramsey has shared his signature approach to wealth planning with millions of people around the country. The SmartVestor Pro designation identifies us as financial advisors who provide investment advice that adheres to Ramsey’s standards and strategies, so you can plan for your financial future and reach your wealth-building goals.

To qualify as SmartVestor Pros, our financial advisors have undergone a rigorous screening and evaluation process that confirms we meet the highest standards of knowledge, achievement, professionalism, and ethics. Our designation verifies that we:

• Have at least two years of experience as financial advisors
• Possess a proven track record of success in providing financial services and products
• Adhere to Dave Ramsey’s professional Code of Conduct

As SmartVestor Pros, we also receive ongoing coaching and support to ensure that we consistently deliver high-quality, up-to-date advice and service.

Dave Ramsey’s approach to wealth building is based on simplicity. His strategies for getting out of debt and growing savings are designed to be straightforward, accessible, and achievable — by anyone.

Here’s a brief overview of Ramsey’s approach to financial planning:

• Get out of (and stay out of) debt
• Set aside money for an emergency fund
• Invest 15% of your income in tax-advantaged retirement accounts
• Invest, consistently and for the long term, in good growth stock mutual funds
• Work with a financial advisor

As SmartVestor Pros, we start with this framework and become your partners in wealth-building, led by your values, vision, and goals. Rather than selling you on a specific financial strategy or product, we approach our partnership with “the heart of a teacher,” working with you to craft a plan that makes sense for your lifestyle, personality, and risk tolerance using Ramsey’s time-tested principles. We base our service on SmartVestor Pro’s three pillars:

SmartVestors Teach

We take the time to make sure that you understand the plan for your money: where you’re starting from, where you’d like to be, and all the steps in between to get there.

SmartVestors Communicate

We are committed to keeping you informed and up to date about your money, ensuring that you know the state of your finances at all times so you can make the most of your investment.

SmartVestors Know

We’re aligned with your values and vision, so we can hit the ground running with a financial plan that works for you.

Our team of financial advisors is ready to help you build a solid financial plan. Get in touch to schedule a consultation and start planning your financial future.