If you’ve come to us through the SmartVestor Pro program, you’re likely a Dave Ramsey fan—and so are we. Clay Robinson is honored to guide you through the Smartvestor program to help you with your understand the Baby Steps to a successful money plan.
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1 As reported by Financial Planning magazine, June 1996-2023 based on total revenue.
2 Cerulli Associates, 2019 U.S. RIA Marketplace Report
3 2019/2020 Kehrer Bielan TPM Survey. Based on financial institution market share.
