Service Designed

with Dave Ramsey

Fans In Mind

Customized, step-by-step investment plans from your SmartVestor Pro

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Thanks For The Votes

A prominent reason Family Dynasty Advisors has been selected as a SmartVestor Pro is because we’re committed to helping you achieve your long-term investing goals. You can be confident that we have your best interests at heart.

Best Investment Firm

Best Financial Planning Service

What is a SmartVestor Pro?

The Dave Ramsey SmartVestor Pro Program is a network of qualified financial advisors who are committed to the principles of financial responsibility and sound investing as advocated by Dave Ramsey.

What is a SmartVestor Pro?

The Dave Ramsey SmartVestor Pro Program is a network of qualified financial advisors who are committed to the principles of financial responsibility and sound investing as advocated by Dave Ramsey.

The Tortoise Strategy

RISK TOLERANCE:

Conservative

The race is not always won by the fastest as slow and steady can win the race.

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The Gazelle Strategy

RISK TOLERANCE:

Aggressive

Gazelle intensity means sharp focus on growth and staying strong when times get tough.

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SmartPro Strategies

Our mission is to create a simple map for your financial journey that encourages you to leave normal behind and guides you to the future you are hoping for.

We take a disciplined approach to selecting investments and constructing world-class portfolios, with a focus on adhering to our principles. Our team actively manages the strategies, pursuing opportunity and adapting as necessary.

Learn How Working With

A SmartVestor Pro Can Help With Your Goals

They listen to what
matters to you.

Your goals for the future. Where you are in your financial journey. The questions you have. All of that matters to your SmartVestor Pro and helps them know how to guide you.

They teach you about
your options.

SmartVestor Pros can help you understand investing options like mutual funds, IRAs, 401(k)s, 403(b)s and 529 college savings accounts. They can help with other wealth planning services too.

They serve while keeping
you in charge.

While they can invest your money and help manage your financial plans, SmartVestor Pros don’t intimidate. They know it’s your money and put your goals first.

The Next Step

LET'S HAVE A CONVERSATION

Are you ready to live and give like no one else by continuing to build wealth while leaving an inheritance for loved ones?

Frequently Asked Questions

Learn More About

Dave Ramsey &
SmartVestor Pro

Dave Ramsey is a well-known American personal finance expert, author, radio show host, and motivational speaker. He is best known for his straightforward and practical advice on managing money, getting out of debt, and building wealth. Ramsey's financial philosophy emphasizes principles of personal responsibility, budgeting, and living within one's means. https://www.youtube.com/watch?v=r1NJzEYARlM&t=1s

Dave Ramsey's 7 Baby Steps are a set of financial guidelines designed to help individuals achieve financial stability, get out of debt, and build wealth over time. These steps provide a clear roadmap for managing money and making smart financial decisions. https://www.ramseysolutions.com/dave-ramsey-7-baby-steps?gad_source=1&gclid=CjwKCAiAlJKuBhAdEiwAnZb7lQLUyHIvu5ZW2qtqjG7CeZD087y7mDIDE8h0aNufuXYtltWIepjbUhoCO0cQAvD_BwE

Dave Ramsey SmartVestor Pros are financial advisors who are part of a network endorsed by Dave Ramsey, a renowned personal finance expert. SmartVestor Pros don’t work directly for Ramsey Solutions, however they are thoroughly evaluated by the Ramsey team. Some specific qualifications for SmartVestor Pros include: • At least two years of experience as a registered investing professional. • A thorough understanding of Dave Ramsey’s 7 Baby Steps. • They agree to Ramsey Solutions’ Code of Conduct. • They participate in ongoing coaching with the Ramsey team to maintain high standards of customer service.