Speak with an owner of the firm

Call (888) 988-6621

Josh Morales

– Smartvestor Pro Advisors – 

We are a one-stop shop for all your financial needs. Our advisors have a client first mentality focused on the long term.

Josh Morales

Smartvestor Pro Advisors

We are a one-stop shop for all your financial needs. Our advisors have a client first mentality focused on the long term.

What makes Josh Morales a Dave Ramsey dedicated SmartVestor Advisor?

SmartVestor Pros have a client-first mentality.

SmartVestor Pros focus on the long-term.

At our firm we truly care about your future.

We 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!

Over $900 Million*

Total Assets Under Firm Management

*as of 12/31/2019

Over 1,200* families

Trust us to guide them toward their ideal financial future

Meet SmartVestor Pro Advisor Josh Morales

Services Offered

Retirement Planning, Wealth Management

Fee Structure

Asset-based

Fiduciary

Yes

Office Location

4811 W. 136th Street
Leawood, KS 66224

Phone

Office (913) 498-8898

Cell (816) 203-0854

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

© 2020 The Retirement Planning Group. 
Privacy Policy | Powered by 2D Optimized