SmartVestor Pros are qualified professionals who have been listed in the SMARTVESTOR directory.
If you found your way here through the SmartVestor program, you're likely a Dave Ramsey fan - so are we!
If that name doesn't sound familiar to you, he can be summed up as an American radio show host, author and businessman who focuses on personal money-management and financial success (if you still need to know more, check out Dave Ramsey's story.)SmartVestor Pros are qualified professionals who follow Dave Ramsey's investing philosophy.We know the Dave Ramsey approach in and out. His ideas regarding money align with many of our fundamental approaches to investing like aligning spending with investing goals.
Being a SmartVestor Pro means having the heart of a teacher, not the attitude of a salesman. That means we are committed to helping you understand what you're investing and why. We provide clear, honest, and simple recommendations designed to guide informed decision making.
See what Dave Ramsey means by "Heart of a Teacher"
Investing involves risk including loss of principal.
No strategy assures success or protects against loss.
Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss.
There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
Sure, you could wing it with investing and go after financial goals on your own. But what could you be missing out on by not tapping into the help of an investing pro?
You won’t need to keep up with investment research or the stock market in your spare time.
Years of experience have prepared us to guide you through your life transitions.
Honesty. Integrity. We believe values matter, and we live by ours every day.
The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Tungsten Wealth Management, LLC or LPL Financial.