Your Team

We value long term relationships with our clients –
built on trust and accountability.

Your Team

SmartVestor Pro

We share Dave Ramsey’s financial principles,
have the heart of a teacher,
and make your goals our top priority.

We are proud to be a Dave Ramsey SVP!

What's Your Risk Number?

Take our free risk analysis profile to pinpoint your Risk Number. It only takes a minute and can help ensure that your investment portfolio aligns with your tolerance for risk.

Is your portfolio right for you?

Your Financial Blueprint

A process for making smart
decisions about your finances

Learn More

Your Team

We value long term relationships with our clients – built on trust and accountability.

Your Goals

Our focus is on your family’s unique goals + objectives.

Our Blog

Educational insights from experts to help you make smart decisions with your money

Does Your Portolio Fit You?

Take this Riskalyze test to pinpoint your Risk Number, and make sure your portfolio contains just the right amount of risk for your tolerance.

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 We are a firm founded on traditional values: hard work, loyalty, uncompromising quality, and personal service. When you partner with us, you get a promise that we will always put your best interests above our own. It’s our mission to help families make smart decisions about their finances for a lifetime. To check the back ground of Brandon Kennedy, you can visit:BrokerCheck_logo-new

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Call us today to get started!

Interested in talking more with Brandon? Give us a call today. The first meeting is no cost and absolutely no obligation or pressure to make a decision. It’s just an honest conversation about your experiences with money, your short and long term goals, what you currently have in place, and what next steps you should be taking.

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