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.
Offering guidance to do things differently than before.
Reminding you that your sacrifices count.
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.
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.
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.
We closely monitor your investments, and act swiftly to address any activity that may potentially impact performance.