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SmartVestor*

Encouraging you with the heart of a teacher.  SmartVestor Pro’s are recommended by Dave Ramsey and the Ramsey Solutions organization to help with your retirement, college savings and other investments.

Change

Offering guidance to do things differently than before.

Hope

Reminding you that your sacrifices count.

Peace

Celebrating in your “I’ve made it” moments.
*The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Benchmark Wealth Management or LPL Financial.

 
 
 
 

Our Mission:

Encouraging Financial Awareness and delivering the message of change, hope, and peace.



We offer plans to fit your investment philosophy

Would you buy a “one-size-fits-all” bathing suit? We think that’s an equally scary way to approach investing. Whether you prefer a “hands on”
or a “hands off” portfolio, we can help.

Passive Investment Management

We help you select investments that you will want to hang on to for the long haul.  If you want to switch things up, just let us know!  To rebalance or make changes, we act according to your instructions. 

Active Investment

We closely monitor your investments, and act swiftly to address any activity that may potentially impact performance.