SmartVestor

Davis Wealth management is honored to be recognized as one of Dave Ramsey's SmartVestor Pros.

What Does It Mean to Be a SmartVestor Pro?

Dave Ramsey is one of America’s most trusted voices on money and business matters. He is a personal money-management expert, radio personality, and author of numerous books. We are excited to be part of the SmartVestor program because Dave’s beliefs about financial education and retirement planning are rooted in the same beliefs as Davis Wealth Management. By having the heart of a teacher, and not of a salesman, we dedicate the time needed to listen to your goals and educate you on your investment options.

The SmartVestor program is a directory of investment professionals. Working with a SmartVestor Pro does not guarantee investment success, and no assurance can be made that working with a SmartVestor Pro will produce better results than working with a financial professional not affiliated with the program. Financial professionals pay a fee to be a SmartVestor Pro. Neither Dave Ramsey nor SmartVestor Pro are affiliated with or endorsed by Brookstone Capital Management.

Client-First Mentality

SmartVestor Pros are committed to educating and empowering you to help you pursue your long-term investing goals.

Smart Wealth Building

SmartVestor Pros will help you build wealth by investing for the long-term.

Fast, Friendly Service

Have a question? SmartVestor Pros commit to giving you a fast response, often within 24 hours.

More Choices & Options

SmartVestor Pros don't just offer a single company's investment choices. They have access to hundreds of investments to help you pursue your goals.

Dave's 7 Baby Steps to Financial Freedom

Download the free guide here.

If you believe in the Dave Ramsey concept and are interested in getting started with a SmartVestor Pro, contact us today!

SmartVestor Code of Conduct