Dave Ramsey SmartVestor Pro

 

Harriman Financial is dedicated to helping clients build wealth and protect their hard-earned assets. As a Dave Ramsey SmartVestor Professional for investing, we are often contacte by new clients after they have viewed or listened to Dave's daily radio program or attended a Financial Peace University class.

For those that don't know, Dave Ramsey is a nationally recognized personal finance guru, best-selling author, and radio personality with an enormously successful radio show with over 15 million listeners.

Dave's show, books, and programs have helped transform the lives of thousands of families by inspiring them to get out of debt, build wealth, and "live like no one else" so later thay can "live like no one else."

SmartVestor Pros are investment professionals who have committed to the Dave Ramsey principles and signed a code of conduct as part of the program. Click on the link below to view the code of conduct.

 

SmartVestor Pro Code of Conduct

 

Why should you use a SmartVestor Pro (SVP)?

  • SVPs embrace a client-first mentality and are committed to educating and empowering you to achieve your long-term investing goals. 
  • SVPs will help you build wealth by investing for the long-term. 
  • SVPs are with independent firms and as a result don't just offer a single company's investment choices. In general, they have access to multiple investments to help you reach your goals. 
  • SVPs embrace the Dave Ramsey principles and while we can't vouch for others, the advisers that worked with Harriman Financial have the heart of a teacher. We at Harriman Financial are honored and proud to be part of the Dave Ramsey SmartVestor Program. 

According to Dave, a good investment professional is going to do more than pick your funds. They are going to fit your investments into your life, consider tax implications, changes in legislation, and educate you so you'll understand what you're investing in and why. If you're having a bad day and decide to pull all of your investments out, you can ruin the goals you've worked hard to achieve. A good investing pro will remind you why you're investing and encourage you to stick to your long-term goals.

Dan Harriman is pictured with Dave outside his radio studio in October, 2013.             


We give great customer service and are easy to understand.

The Dave Ramsey Show talks about a good adviser having a heart of a teacher and we believe that Harriman Financial advisers really do have the heart of a teacher and provide top-notch customer service. No one likes to be talked down to or feel like they don’t matter. We pride ourselves on our willingness to work with every Dave fan and treat them like a friend!

Dave’s audience depends on us to provide reliable, trustworthy advice and provide exceptional customer service. It’s a responsibility we take seriously every day.

Please contact us today for your complimentary financial review.

 

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck