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Dave Ramsey

Plan A Wealth is excited to partner with Dave Ramsey and his SmartVestor Pro program. Dave has helped thousands of families become debt-free through his Financial Peace University classes. As part of this process, Dave has built the SmartVestor Pro program for families to receive investment advice from qualified professionals.

Each SmartVestor Pro is carefully selected to ensure they deliver the same excellent advice and customer service as Dave does, and carries out the belief that eliminating debt and investing for long term is the ideal way to build wealth and prepare for retirement. 

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What does it mean to be a SmartVestor Pro?

SmartVestor Code of Conduct

We believe everyone deserves access to solid, professional investing guidance. We have earned our position as SmartVestor Pros because of our experience in the industry and our drive to help others.

Refreshing twist on financial planning

We have the heart of teachers, not the attitudes of a salesmen. Our goal is to make you feel comfortable talking to us so you can trust the advice we provide. We’ll work together to create a plan to help you reach your goals.

Care about your future

We’re more than “financial planners”— you can relate to and share your dreams with us. We’ll 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.