Dave Ramsey

Expert Guidance, Aligned with Your Goals

At Client Centric Advisors, we are proud to be part of Dave Ramsey’s SmartVestor Pro program, which connects you with vetted investment professionals who share Dave Ramsey’s values of debt-free living and wealth-building. While SmartVestor Pros work for investment advisor or broker-dealer firms, and are not employed by or affiliated with Dave Ramsey, they are committed to providing the same trustworthy, transparent financial guidance. Our SmartVestor Pros offer personalized strategies tailored to your financial goals, helping you take control of your future with confidence.

Our Commitment to High Standards

SmartVestor Pros agree to a strict Code of Conduct, ensuring they act in your best interests. They must have at least two years of full-time experience as a registered investment professional and participate in ongoing sessions with a SmartVestor Coach to maintain high standards of customer service. Our team meets these qualifications to ensure you get the best guidance possible.

  • Experienced, Ramsey-Trained Financial Professionals
  • Expert Guidance Rooted in Proven Principles
  • Trusted Fiduciary Advisors Working for You
  • Step-by-Step Wealth-Building Strategies
Speak with a SmartVestor Pro