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SmartVestor Pro

SmartVestor from Dave Ramsey

"SmartVestor Pros are committed to educating and empowering you to help you achieve your long-term investing goals."

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Grant Holdren, CFP®, CLU® 

Advisor, SmartVestor Pro

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Dave Ramsey's Financial Peace

Learn Dave Ramsey’s seven easy-to-follow Baby Steps to get out of debt and make a plan for your money!

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What does a SmartVestor Pro offer?

As a SmartVestor Pro, and with Allied’s holistic approach, a client receives the comprehensive financial planning they need. Because of the strategic alliance with Gilbert, Wilson & Hunter, LLP, the SmartVestor Pro will incorporate the tax planning component, which Dave Ramsey also encourages. It’s important to our advisors and it’s a major factor in Dave’s philosophy.

A commitment to quality and the heart of a teacher are the bases for every great SmartVestor Pro. Click here to find out more on what makes a SmartVestor Pro.

Our Smartvestor Pro, Grant Holdren, CFP®, CLU®, along with Christopher M. Cice, CRPC®, AIF® and our team, we offer planning classes created by Dave Ramsey. These planning classes are open to the public to get information, but also available for clients – all are welcome. Financial Peace University and Legacy Journey offer tips, insight and valuable information for two very important aspects of life: getting out of debt, and planning retirement and beyond. Because teaching is important to Dave, both programs are classes – a series of weekly commitments to provide the tools you would need to fully understand your existing financial status and goals.

Who is Dave Ramsey?

Dave is a personal money management expert. He is an author, radio and TV host with programming focused on money management strategies and debt solutions. Dave is known for his advice as well his is own personal application of the strategies he suggests. At once a successful entrepreneur, he found himself in debt and struggling to make ends meet. Through dedication and research, he forged a way of life and philosophy that changed everything. The power of that change inspired Dave to help others get out of debt with his approach. For more on Dave’s life, listen to him tell his story.

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