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Call (866) 498-8898

Speak with an owner of the firm

Call (866) 498-8898

Made it past Baby Step 3 and ready to invest?

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

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We are a one-stop shop for all your financial needs.

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Our advisors have a client first mentality focused on the long term..

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At our firm we actually care about your future.

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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.

Over $900 Million*

Total Assets Under Firm Management

*as of 11/26/2019

over 1,000

Dave Ramsey households we’ve connected with

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