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SmartVestor Pro

We are more than just “financial planners”— we are people you can share your dreams with. We 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.

As a SmartVestor Pro, we’re committed to responding to you quickly—many times within 24 hours. You can expect us to spend time explaining your investment options in simple terms with the heart of a teacher, not a salesman. We’ll work together to create a plan to help you reach your goals.

Click here to understand the benefits of working with a financial advisor.

Check out Dave’s most recent videos, podcasts, or live radio show by clicking on the links below.