We are proud to be vetted by Dave Ramsey.
With more than 15 million listeners each week, Dave Ramsey has become one of America’s most trusted voices on money and financial decision-making. His SmartVestor program was created to connect people with independent professionals who value serving over selling, and who approach planning with the heart of a teacher.
At Rise Private Wealth Advisors, these same beliefs shape everything we do. We are proud to be a SmartVestor Pro, dedicated to listening, educating, and helping clients explore planning options in a way that is clear, transparent, and aligned with their goals.
What does it mean to work with a vetted SmartVestor Pro?
Working with a SmartVestor Pro means partnering with an advisor who values integrity, education, and client-first guidance, providing planning support aligned with Dave Ramsey’s trusted financial principles.
We Agree To The SmartVestor Code Of Conduct
We believe everyone deserves access to solid, professional investing guidance. We have earned our position as SmartVestor Pros because of our experience in the industry and our drive to help others.
We Provide A Refreshing Twist On Financial Planning
We have the heart of a teacher, not the attitude of a salesman. We’re people you can feel comfortable talking to and you can trust. We’ll work together WITH you to create a plan to help you reach your goals.
We Care About Your Future
We’re more than a “financial planner” – We are people you can relate to and share your dreams with. We fit investments to your life, help you understand what you’re investing in and why, and encourage you to stick with your long-term goals.
