SmartVestor Pro
In 2021 we contracted with Dave Ramsey’s SmartVestor advertising and referral program to obtain the SmartVestor Pro Status and have been assisting individuals who follow Dave Ramsey’s financial solutions to achieve their personal goals.
To become a SmartVestor Pro you must work for an investment adviser or broker-dealer firm unaffiliated with Dave Ramsey; with at least two years of experience as a registered investment professional; participate in ongoing coaching calls; and agree to their Code of Conduct.
Through this program, our goal is to educate and empower individuals so they can ultimately make the best financial decisions for their families. As fiduciaries, we take into consideration your family’s financial plan and ultimate goals in an effort to provide advice best suited for you.