Dave Ramsey has helped countless families become debt free and financially literate through his radio show, podcast, conferences, books, and his Financial Peace University. The Dave Ramsey team is committed to educating and empowering people through their finances. Like Dave, we believe it is important to educate and to be educated on tried-and-true financial planning and investment principles.
The SmartVestor Pro program was started by Dave Ramsey to help his listeners connect with financial professionals with similar values to their own. Applicants to this program are reviewed by Dave Ramsey’s staff and must meet certain guidelines and adhere to their code of conduct. These Advisors can be recognized by their heart of a teacher, and regularly are educated themselves.
Mark Morris is honored to be a part of the SmartVestor Pro team. Like Dave, Mark believes that it is important to lead with education. All SmartVestor Pros are committed to clients by helping them invest successfully, build wealth, and achieve their long-term retirement goals and dreams. Or, as we like to put it, building your own Secure Future.
To learn more about SmartVestor Pro, please visit their website at: www.ramseysolutions.com/retirement/smartvestor
Dave Ramsey’s SmartVestor Pro is a Directory of Investment Professionals. Neither Dave Ramsey nor SmartVestor Pro are affiliated with Valmark Securities or Valmark Advisors.