SmartVestor

Dave Ramsey’s Recommended Smartvestor

We are proud to be one of the few recommended financial planning firms to be personally chosen by the Dave Ramsey Organization in the Cincinnati area.

We implement Dave’s investment and financial planning philosophies for our clients’ investments goals.

We take the role of a teacher and act as a fiduciary for our clients; determining the best investments for our clients, not the investment companies. We’ll work together utilizing a written financial plan and risk analysis to help you reach your goals. We’re more than a Financial Planner, we’re someone you can relate to and shar your dreams with.

What does it mean to be a SmartVestor Pro?

I agree to the SmartVestor Code of Conduct.

I believe everyone deserves access to solid, professional investing guidance. I have earned my position as a SmartVestor Pro because of my experience in the industry and my drive to help others.

I provide a refreshing twist on financial planning.

I have the heart of a teacher, not the attitude of a salesman. I’m someone you can feel comfortable talking to and someone you can trust. We’ll work together to create a plan to help you reach your goals.

I care about your future.

I’m more than a “financial planner”—I’m someone you can relate to and share your dreams with. I fit your investments to your life, help you understand what you’re investing in and why, and encourage you to stick with your long-term goals.

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