Speak with an owner of the firm

Call (888) 988-6621

Simplify your Financial Life

We believe everyone deserves access to solid, professional investing guidance. We earned a position as a SmartVestor Pro because of our firm’s experience in the industry and our drive to help others.

Speak with an owner of the firm

Call (888) 988-6621

Simplify your Financial Life

We earned a position as a SmartVestor Pro because of our firm’s experience in the industry and our drive to help others.

What does it mean to be a Dave Ramsey SmartVestor Advisor?

SmartVestor Pros have a client-first mentality.

SmartVestor Pros focus on the long-term.

At our firm we actually care about your future.

I provide a refreshing twist on financial planning.

Schedule a 10-minute demo to see how we can help you – meet with an owner of the firm!

Scheduling a demo gets you discounted Life Lock Identity Theft Protection

– No catches! No commitments! –

How does it work?

How does it work?

Schedule your 10 minute call

You pick a time that is convenient to talk with an owner of our firm.

We'll call you at that time

We’ll learn what problem you are trying to solve and explain all of our capabilities.

If you want to move forward

We set up a face-to-face appointment or video call to start building solutions to solve your problem.

We are zero pressure.

We’ll give you time to think about our recommendations.

We are zero pressure.

We’ll give you time to think about our recommendations.

Smartvestor Pro Financial Advisors

At the Retirement Planning Group we have advisors that are CERTIFIED FINANCIAL PLANNER™ professional, EA, CRPC®, or Chartered Financial Analyst® with extensive experience in financial planning and investment management. With our combined years of experience, our team of smartvestor pro advisors can handle all of your financial needs.

Rob R.O'Blennis

Rob R.O'Blennis

Senior VP-Wealth Management / JD, CRPC®

Smartvestor Pro Advisor

Ethan Pace

Ethan Pace

Financial Advisor / CMFC®

Smartvestor Pro Advisor

Paul Dreher

Paul Dreher

Financial Advisor

Smartvestor Pro Advisor

Joe McCulloch

Joe McCulloch

Financial Advisor / CFP®

Smartvestor Pro Advisor

Josh Morales

Josh Morales

Financial Advisor

Smartvestor Pro Advisor

Ready to get started?

Our firm has been helping people just like you with financial advice for over 15 years.

Schedule a 10-minute demo to see how we can help you.

Ready to get started?

Our firm has been helping people just like you with financial advice for over 15 years.

Toll-Free (888) 988-6621

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