SmartVestor

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 Personal Economy planning approach revolves around financial education, debt elimination and retirement planning.  View Dave Ramsey's site to learn more.

Our Financial Advisors are proud to work with Dave Ramsey as SmartVestor Pros.  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.

SmartVestor Pros are financial advisors who follow Dave Ramsey’s philosophies and are carefully selected to be a part of the SmartVestor program.  SmartVestor Pros are held to a high standard of excellence while staying committed to educating and empowering their clients and helping them build wealth by investing for the long-term.  We also commit to giving you a fast response within 24 hours.

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

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.