Not just anyone can be a SmartVestor Pro.
SmartVestor Pros are investing professionals who are carefully vetted by financial guru Dave Ramsey, so we are proud to share our affiliation with this exclusive program.
To earn this title, we follow a strict code of conduct, and now serve as your SmartVestor Pro in Baltimore, Southern Pa, St. Louis, and South Florida.
What is a SmartVestor Pro?
SmartVestor Pros are financial professionals that follow Dave Ramsey’s teaching and have been vetted by Ramsey and his team. To be selected for the SmartVestor Pro program, financial professionals undergo a detailed interview process and commit to building wealth and saving for retirement through debt elimination and long-term investment.
Why Use A SmartVestor Pro?
Sadly, there are a lot of salespeople who pose as financial advisors and have given the financial services industry a bad rap. Because of this, Dave Ramsey, a trusted name in the industry, felt it was important to create a directory of financial professionals he trusts. SmartVestor Pros commit to providing advice just like Dave Ramsey does. Oliver Wealth Management wants to be a reliable partner in your financial life, a firm you feel comfortable with and one you can trust.
Adhering to the standards of the SmartVestor Pro program, we provide financial services in an easy-to-understand manner. Our biggest goal in helping you achieve your financial objectives is that you understand clearly all your options and opportunities.
Since we are independent financial professionals, we are not biased toward any company or carrier, which means we can seek plans, strategies and opportunities that are in your best interest.