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Dave Ramsey SmartVestor Pro

Client Centered

Since 2019, we have been assisting those who follow Dave Ramsey with their goals and have maintained the SmartVestor Pro status through our integrity and professionalism. To become a SmartVestor Pro with Dave Ramsey, the advisor must go through a rigorous vetting process and are specifically chosen to represent their area. Through this program, our goal is to educate and empower investors so they can ultimately make the best financial decisions for their families. As fiduciaries, we take into consideration your family’s financial plan and ultimate goals so we can provide advice best suited for you.

Dave Ramsey's Official Website

Dave Ramsey's Official Website

If you are interested in who Dave Ramsey is, more about what this certification is based on, and just an all around more cohesive understanding on SmartVestors, follow the link below for a wholistic view on why we pride ourselves in being SmartVestors. 

View Official Website
SmartVestor Code of Conduct

SmartVestor Code of Conduct

Every day that we walk into our office, we uphold not only our code of conduct at TAWM, but we also follow the Dave Ramsey SmartVestor Pro code of conduct. We want to be as transparent as possible, so with that, we have attached the official code of conduct so that you can have a deeper understanding of what it means to be a Dave Ramsey SmartVestor Pro. 

View Code of Conduct

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