Dave Ramsey is America’s trusted voice on money and business. He is a personal money-management expert, extremely popular national radio personality, financial author of seven best-selling books, and creator of Financial Peace University (FPU).  This is a program that helps people dump their debt, get control of their money, and learn new behaviors around money that are founded on commitment and accountability.

Since 2010, Everest Financial Advisors have been providing advice and guidance to local community with principles based on Dave’s Ramsey philosophy.  Our firm believes in providing advice and guidance in line with Dave Ramsey and his teachings.

WHAT IS THE SMARTVESTOR PRO PROGRAM?

A network of financial advisor and investment professionals throughout the country called SmartVestor Pros are people who are fans and followers of the Dave Ramsey approach.  Smartvestor Pros are financial advisors that have a Dave Ramsey relationship though the DaveRamsey.com website.  As a SmartVestor Pro, James Estep is required to follow a Code of Conduct when providing advice to clients.  This code of conduct requires we actively help clients become knowledgeable and educated concerning personal finances, investments, and an overall financial plan.  We are equipped with the information and tools needed to help you break the chains of debt, save for an emergency, and build a future of independence.   We are proud that James Estep has been selected to be one of your Local SmartVestor Pro advisors.

Whether you are a listener of the Dave Ramsey Show, attended Financial Peace University or read his book, The Total Money Makeover, you have found a financial advisor who can help you implement the strategies you learned from Dave Ramsey. Whatever stage of your financial life you are in today, our experienced financial professionals are pleased to offer complimentary, no obligation consultations. We believe everyone deserves access to solid, professional investing guidance. We will fit your investments to your life and help you understand what you’re investing in and why. We are committed to helping you pursue your long-term investing goals.

Please call us today to schedule your no-cost, no-obligation introductory consultation with us. As a SmartVestor Pro, we are just as interested in your success as you are.