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SmartVestor Pro


Nationally syndicated radio talk show host Dave Ramsey has plenty to say on the topic of personal finances. Listen to him for any length of time and you'll hear him talk about paying down debt, building wealth and "living like no one else so later you can live and give like no one else."

We are a comprehensive wealth management and planning firm and are a part of SmartVestor*. We are big fans of Dave Ramsey and we are proud to be a member of his national SmartVestor program!

We hope you’ll consider choosing our team as your SmartVestor Pro to help you take the next Baby Step toward financial freedom!


*The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Serenity Financial Planning, LLC or LPL Financial.