Broker Check

Dave Ramsey - SmartVestor Pro

<div class="small-heading">THE ADVANTAGE OF A SMARTVESTOR PRO</div><p class="heading-2">SmartVestor Pros are investing professionals who have been carefully vetted and are held to a higher standard.

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.

Let's Get Started!

SmartVestor Pro's have the Heart of a Teacher

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

                                           "You don't have to do this alone. Get a pro in your corner so you can invest with confidence." -Dave Ramsey, Personal Finance Expert

Keeping in line with Dave Ramsey's financial ideologies, you can expect a SmartVestor Pro to:

  • Work towards your financial success and best interests at the forefront of service.
    A SmartVestor Pro's main goal is to get to know their clients, identify their goals, and provide them a path that has their best interest at heart.
  • Strive to keep you steady, even when the market isn't.
    SmartVestor Pros know that investing is a long-term game, not an easy quick-win. They also understand and have experience navigating the ups and downs of market fluctuations, which equips them to personally guide you through those obstacles.
  • Stay on track and stick to a plan.
    The surest way to pursue your goals is to have a plan and stick to it - that's where a SmartVestor Pro comes in. They will work with you to develop a plan that is in your best interest and help you stay on track to build wealth and work towards your goals.
  • Make sure your funds are rebalanced and diversified.
    As investing professionals, SmartVestor Pros understand the importance of routinely rebalancing your portfolio. They will assist you in identifying the appropriate time to move investments and when it's better to keep them put.

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.

Do you really need a pro?

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?

An Investing Pro Can:

Our Process

Our Process

You won’t need to keep up with investment research or the stock market in your spare time.

Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

Our Values

Our Values

Honesty. Integrity. We believe values matter, and we live by ours every day.

Ready to get started with a SmartVestor Pro?

The SmartVestor program is a directory of investment professionals.  Neither Dave Ramsey nor SmartVestor are affiliates of Tungsten Wealth Management, LLC or LPL Financial.