SmartVestor Program


Dan Harriman had the priveledge of being affiliated as a Dave Ramsey SmartVestor Professional for investing from 2008 until 2022. Our practice flourished during this time so much so that we needed to remove ourselves from the program in order to effectively serve our expanded client base. We embrace and continue to follow Dave's investment strategies in helping our clients and continue to encourage our clients to listen to Dave's daily radio program or attended a Financial Peace University class.

For those that don't know, Dave Ramsey is an eight-time national bestselling author, personal finance expert and host of The Ramsey Show, heard by 23 million listeners every week.

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."

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 was fortunate to meet Dave in person several times and is pictured with Dave outside his radio studio in October, 2013.             



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