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Dave Ramsey SmartVestor Pro

Financial Freedom Wealth Management Group is honored to be Dave Ramsey's SmartVestor Pro for most of Oregon and southwest Washington. Dave Ramsey is a nationally syndicated radio talk show host, author and personal finance expert.


Our SmartVestor Pro Team

Julia M. Carlson achieved Dave Ramsey Endorsed Local Provider (ELP) status in 2008 because of her experience in the industry and passion for helping others. She leads our SmartVestor Pro team.

Chandran Rajaratnam is a graduate of Dave Ramsey’s Financial Peace University and is a member of the SmartVestor Pro Team.

Jason Harris has been trained as a financial coach by Dave Ramsey’s team.

Why Use a SmartVestor Pro?

SmartVestors earn Dave's endorsement—they can't buy it

Being a SmartVestor Pro isn’t easy; it’s hard work because SmartVestors are held to a higher standard of excellence. As a SmartVestor, we pay a fee to cover website maintenance and employment costs; however, Dave's endorsement is not bought—it's earned. Dave has a 45-person team that interviews potential SmartVestors to ensure we will provide you with the same advice Dave would give. Dave expects us to treat you the same way he would: with the heart of a teacher, not the attitude of a salesman.

We are proud to represent Dave Ramsey in the Portland/Vancouver metro area, the Willamette Valley, Central Oregon, the Oregon Coast and everywhere in between.

Call us today to schedule an appointment!

Dave Ramsey's SmartVestor Pro is a directory of investment professionals.  Neither Dave Ramsey nor SmartVestor are affiliates of Financial Freedom Wealth Management Group or LPL.