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Address:

4000 Westchase Blvd , Suite 300
Raleigh, NC 27607

Phone:

919-782-0287

Dave Ramsey SmartVestor

 

 

As a Dave Ramsey SmartVestor, Freedom Wealth Management teaches clients to be good stewards of their money, fostering long-term financial planning relationships that are built on trust, transparency, and proven investment principles. 

WHAT IS A SMART VESTOR? 
The Dave Ramsey SmartVestor program is a network of endorsed professionals who have been personally chosen by Dave's team based on his or her integrity, professionalism, and experience, and are held accountable by members of Dave’s team and customer reviews.

In today’s world, it has become increasingly complicated to find trustworthy and competent investment advisors. There are too many unfulfilled promises. Dave wanted his fans and others to be able to find an accomplished professional they can trust – a professional who gives the same helpful advice and believes in the financial principles that Dave provides and teaches on his show.

WHY USE DAVE'S SMARTVESTOR?
SmartVestors need to be forthright, honest, and share a similar investment attitude to Dave’s. As a result, the screening process to become a SmartVestor is also very meticulous and ongoing requirements have to be maintained. This program ensures SmartVestors have the heart of a teacher and that they truly enjoy helping clients pursue their financial goals. Dave's team works closely with SmartVestors to make sure they serve his listeners with high standards of customer service and with the heart of a teacher.

We are committed to providing common sense education and empowerment, and we seek to instill hope in everyone, from the financially independent to the financially distressed. It’s difficult to live life to the fullest when you’re tied down with debt. We’ve developed a customized strategy designed to help you say goodbye to debt and hello to financial freedom. Contact us today to get started.

Dave Ramsey's SmartVestor Pro is a directory of investment professionals.  Neither Dave Ramsey nor SmartVestor are affiliates of Freedom Wealth Management.

 

*Working with an advisor that subscribes to the SmartVestor Pro network cannot guarantee investment success or that financial goals will be achieved. There can be no assurance that working with a SmartVestor Pro will produce or achieve better results than working with an advisor not affiliated with the SmartVestor program. Advisors pay a fee to belong to the SmartVestor Pro program. Dave Ramsey and the Dave Ramsey SmartVestor Pro program is not affiliated with Lincoln Financial Services and is not sponsored or endorsed by Lincoln Financial Services.