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SmartVestor Pro

Our team here at Privada Wealth Management helps Dave Ramsey fans with their investment and planning needs. Rather than selling you on products or services you don’t need, we would rather get to know you and your family’s needs to help you better make the decisions that will best assist you in achieving your goals. To do that, we help you simplify the complicated financial world so that you can easily understand your options. 

We believe that the road to financial independence and personal enrichment in your life begins with becoming debt free, building wealth intelligently, and giving wholeheartedly. We look forward to sitting down and talking to you about how we can help guide you and your family to this better life.

Why Use a SmartVestor Pro?

A SmartVestor Pro is an investment or financial planning professional that has been vetted by Dave Ramsey’s organization and is listed on his website. These individuals align with Dave on his personal finance philosophy and investment strategy.

Dave Ramsey is one of the most trusted names in personal finance. Through his radio show, podcast, conferences, books, and his Financial Peace University, Dave has been a leader in helping people get on their financial feet, pay off debt, and build wealth. As a result, Dave often has people asking who to trust with financial matters like insurance, real estate, and investments. From these questions, The Dave Ramsey SmartVestor program was born.

SmartVestor Pros provide a refreshing twist on financial planning.

With a SmartVestor Pro, you know for sure you’re getting the same type of advice Dave Ramsey would give. We have the heart of a teacher, not the attitude of a salesman. We're also more than just a financial planner, we are someone you can relate to you and apply these principles to your unique situation. 

SmartVestor Pros have a client-first mentality.

We will work with you to create a plan to help you work towards your goals. Our firm is independent and as a Fiduciary, our loyalty belongs exclusively to our clients -- not to a parent company. SmartVestor Pros care about your future.

Like Dave, we believe that eliminating debt and investing for the long term is the ideal way to build wealth and prepare for retirement. We will 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.

Dave Ramsey, SmartVestor and Ramsey Solutions are unaffiliated with Privada Wealth Management and J.W. Cole Advisors.

Let's talk about your goals.

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