Welcome SmartVestor

Hi there, Dave Ramsey fan! We’re excited you’re here because we understand the time and effort required to find a qualified financial advisor. We know It can be emotionally difficult to find someone you trust to handle something as personal and important as your finances. We would love to answer all your questions. Here are a few fast facts about us:

We are big Dave Ramsey fans, too, and we’ve been building financial plans for over 25 years.

Why do we do what we do?  Besides the fact that we love it, we do it because by improving your financial wellbeing, you, in turn, can focus on things that are most important to you – personally, professionally, and spiritually.  This allows you to improve the lives of others, too!  

From our humble beginnings, our practice has maintained a relationship-focused platform.  At the heart of our core values, we resolve to “always do what is right for you, our client” and enjoy the process of participating in your financial journey.  

We strive to improve ourselves and the lives of those around us. We believe it’s important to continue learning and to keep up with developments in our industry.  Our clients are better served when we prioritize our own education. Knowledge is power!

Our relationship with Dave Ramsey continues to be successful due to our ability to help clients address their own unique needs based on their specific situations. Our priority is to continue providing exceptional customer service and building individually customized plans which follow the principles that Dave recommends.  We adhere to the same principles as Dave Ramsey, and we are qualified to help you achieve your financial goals.

 

 

Thank you for giving our office the opportunity to serve you. 

 

SmartVestor™ is an advertising service for investing professionals. Advertising fees are not connected to any commission, portfolio, service, product, or other service offered or rendered by any SmartVestor Pros. SmartVestor Pros are subject to initial vetting by Ramsey Solutions, and they affirm a Code of Conduct. SmartVestor Pros are not employees or agents of Ramsey Solutions. Neither Ramsey Solutions nor its affiliates are engaged in rendering investing or other professional advice. Ramsey Solutions does not receive, control, access, or monitor client funds, accounts, or portfolios. Ramsey Solutions does not warrant any services of SmartVestor Pros and makes no claim or promise of any result or success of retaining a SmartVestor Pro. Your use of SmartVestor, including the decision to retain the services of any SmartVestor Pro, is at your sole discretion and risk. Any services rendered by SmartVestor Pros you contact are solely that of the SmartVestor Pro. Raymond James Financial Services does not endorse and is not associated with Dave Ramsey or the SmartVestor program.

 Securities are offered through Raymond James Financial Services, Inc., member FINRA/SIPC.  Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc.  Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.© 2019  All Rights Reserved. Privacy Policy. Richard Hendry is a Branch Manager for Raymond James Financial Services, Inc.

 

 

 

 

Georgia Office - 11175 Cicero Drive // Suite 100 // Alpharetta, GA 30022

O: 404 403 4030

 

Colorado Office - 722 Washington Ave. // #C205 // Golden, CO 80401 

O: 720 403 4286 

F: 770 234 5827 // T: 877 811 9090