Dave Ramsey is America’s trusted voice on money and business matters.  He is a personal money-management expert, radio personality, and has authored four New York Times best-selling books.  Ramsey Solutions provides biblically based, common-sense education, and empowerment that give HOPE to everyone in every walk of life.  The client conversations of Dave Ramsey and Applied Capital's Financial Advisors are seamless because our investing and financial planning approach revolves around financial education, debt elimination, and retirement planning.

Our passion for helping individuals, families and business owners using Dave’s steps and financial education has never been stronger!  If you know someone struggling that could use the same financial education and consultation, please don’t hesitate to reach out to one of our Financial Advisors so we can help more families. We look forward to hearing your story!


 

What does it mean to be a SmartVestor Pro?

To be designated as a SmartVestor Pro, an Advisor must already possess and maintain a defined code of conduct as well as agree philosophically with the financial planning principles espoused by Dave Ramsey and his Ramsey Solutions program.  Principles include, but are not limited to:

  • Investor Education

  • Eliminating Debt

  • Maintaining Emergency Funds

  • Not using Insurance as an Investment Vehicle

  • Not using Proprietary Investment Products

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I AGREE TO THE SMARTVESTOR CODE OF CONDUCT.

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I HAVE THE HEART OF A TEACHER, NOT THE ATTITUDE OF A SALESMAN.

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I CARE ABOUT YOUR FUTURE AND I AM INVESTED IN YOUR SUCCESS.