Everyone knows Dave Ramsey for his financial literacy programs, through this he has helped thousands of families become debt free through his Financial Peace University classes. Like Dave Ramsey, we also enjoy educating our clients regarding important financial planning and investment principles so they can make informed decisions about their financial futures. The SmartVestor PRO program was created by Dave to help his listeners identify Financial Advisors with similar values to his and whose owners also have “the heart of a teacher.” 

Not just anyone can be a SmartVestor Pro. We have been thoroughly vetted as one of many Financial Professionals across the country. Each SmartVestor Pro must adhere to the Code of Conduct. We are committed to objectively serving with our best!