Broker Check

Dave Ramsey SmartVestor Pro

SmartVestor Pros are different...

SmartVestor Pros are different...

As a Dave Ramsey endorsed SmartVestor Pro in Maryland, we are part of a "different breed" of financial advisor, a badge of honor to us. We teach our clients that the road to lifelong financial freedom is to eliminate debt, invest wisely for the long-term, and live responsible financial lives.

We help our clients understand the high-level Ramsey teachings, and combined with our expertise as financial advisors, work with with them to distill those teachings down to their own lives. By treating clients with the "heart of a teacher", we strive to help them learn and grow on their financial journey right along with us as their advisor.

As independent financial professionals, we do not have a bias or loyalty to any one product or company. This allows us to offer solutions to our clients that are crafted just for them.

We strive to meet our clients wherever they are in their financial lives, whether that means basic financial coaching through to complex, comprehensive retirement and legacy planning. We help clients just starting out with their first Roth IRA, new parents beginning to save for college, working adults on a quest to solidify a comfortable retirement, and retirees looking to live out their lives on their terms and leave a legacy to their family. We believe everyone should have access to good financial advice, and we walk that path every day with our clients.

Working with an advisor that is part of the SmartVestor network cannot guarantee investment success or that financial goals will be achieved. There can be no assurance that working with a Dave Ramsey SmartVestor Pro (SVP) will produce or achieve better results than working with an advisor not affiliated with the SmartVestor program. Advisors that participate in this program pay a fee to belong to the program for client leads that are provided. Dave Ramsey and the Dave Ramsey SmartVestor program is not affiliated with or endorsed by Cetera Advisor Networks LLC or Kelly & Yowell Financial.

Contact Us to Learn More