SmartVestor Investing Professionals

“You have to be intentional.”2

– Dave Ramsey

The SmartVestor team is a small collection of advisors vetted (continually) by the Ramsey organization according to strict criteria. They have to have the “heart of a teacher,” said Ramsey, and advise clients the way he himself would when making financial decisions.1

The SmartVestor Team

In August 2016, Dave Ramsey went looking for a few good men and women to fill out his new “SmartVestor” team. That’s when opportunity knocked on our door. Founder Brian Ursu was waiting and prepared to pass a rigorous screening process. We are honored to be entrusted with the message, common sense practices, and standards Dave Ramsey is known for across the country.

About Dave Ramsey’s Baby Steps

We would be more than pleased to coach fellow spenders, savers, and investors through the Ramsey “Baby Steps” whichever step you’re on. Concepts such as budgeting, “The Debt Snowball,” how people differ in their relationships with money, and building a legacy in addition to wealth have become part of our overarching strategy at Intentional Wealth Advisors.

Brian will continue to do what he’s always done – seek to educate people, no matter their age or previous experiences, and help them to proactively make smart financial decisions in an effort to build and preserve their assets.

 

1. Financial Peace University, Lesson 7: Retirement and College Savings.

2. Financial Peace University, Lesson 3: Cash Flow Planning.

SmartVestor is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Intentional Wealth Advisors or LPL Financial.

Dave Ramsey SmartVestor

Who is Dave Ramsey?

Dave Ramsey is America’s trusted voice on money, a national best-selling author, and radio host. The SmartVestor team is a small group of advisors who are continually vetted by the Ramsey organization to be competent, trustworthy, and representative of the Ramsey Solutions message. We are proud to add Dave Ramsey SmartVestor Pro to our list of credentials.

8 Reasons to Work with a Financial Advisor

It can be a challenge to navigate the complex world of financial planning and wealth management. Here are eight good reasons why working with a certified financial planner can help improve your financial future.

Let’s start the conversation. Call 231-933-0846 or click here.