Not just anyone can be a SmartVestor Pro*. We are recommended by Dave Ramsey and other industry leaders such as Chris Hogan, Chris Brown, and Rachael Cruze. Dave is one of America’s most well-known personal finance experts, bestselling author, speaker, and syndicated radio show host.
SmartVestor Pros have a client-first mentality. We are committed to educating and empowering you. We are an independent Registered Investment Advisor and don’t just offer a single company’s investment choices; we can shop around to help you reach your goals.
SmartVestor Pros focus on the long term. Like Dave, we believe that eliminating debt and investing for the long term is the ideal way to build wealth and prepare for retirement.
SmartVestor Pros adhere to a Code of Conduct including:
- A high standard of customer care and service.
- Long term financial success is significantly impacted by an understanding of the markets, risks, taxes, investment options, goals, strategies and other factors affecting the outcome of income and wealth building plans.
- Ongoing vetting and background screening.
Heart of a Teacher – SunRift Capital Partners actively endeavors to help clients become knowledgeable and educated concerning their personal finances, investments, and overall financial plan.
Been there, done that, got the tee-shirt! Financial Peace University and these same principles are woven into our personal story. Rice & Beans… Paid off debt… Yep, we’ve got stories.