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Dave Ramsey Smartvestor Logo

What does being a part of Dave Ramsey’s SmartVestor program mean?

We are big Dave Ramsey fans - we believe in living debt-free.

We believe in living like no one else – so later you can live (and give) like no one else.

Our goal is to always do what is right for the client.

We know that by doing right for you we can and will grow our business from raving fans that spread the word.

We will display the heart of a teacher.

One of our core philosophies is that our clients should always understand their investments. We are committed to taking the time with each client to make sure that they understand their investments.

We have no minimums.

Because we believe that getting a strong start is so important, we don’t exclude people because of their smaller account size. While many advisors will turn smaller prospects away, we are committed to helping those who need and value professional advice and guidance.

We are transparent.

In all our client interactions you can expect transparency – no hidden agendas. Why? Because that’s the way we would want to be treated – you might call it “The Golden Rule”.

The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Paradigm Wealth Partners or LPL Financial.