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Dave Ramsey
Smartvestor Pro

We share Dave Ramsey’s financial principles, and have a true passion for educating and advising people in pursuing their financial goals.

Download Dave's Tools

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Baby Steps

The baby steps work. We're here to help you follow them.

Zero Debt

Let's put together a plan to zero out debt and focus on building wealth.

Heart of a Teacher

It is important to understand where and why you are investing your money.

What Does It Mean To Be A Smartvestor Pro?

The SmartVestor Pro program is a network of professionals who are held accountable by members of Dave’s team and customer experience reviews. In today’s world it has become increasingly complicated to find trustworthy and competent advisors and there are too many unfulfilled promises. The SVP program offers followers of Dave’s teachings to find an accomplished professional they can trust and who gives the same helpful advice that he provides on his show and in his classes.

Kennedy Financial Group is pleased to announce that we have been selected as a Dave Ramsey SmartVestor Pro. After a meticulous screening process and ongoing requirements, we are honored to have the privilege of being an SVP. We share Dave Ramsey’s financial principles, and have a true passion for educating and advising people in pursuing their financial goals.

Kennedy Financial is not employed by Dave Ramsey and his organization, nor do they specify what strategies we can recommend to clients. However we share a similar philosophy and we are extremely proud to have his endorsement. Dave Ramsey and the Dave Ramsey SmartVestor Pro program is not affiliated or sponsored by LPL Financial.

Let's end debt And Build Wealth

Interested in working with Kennedy Financial? Schedule a call with us today. The first meeting is free of charge -- just an honest conversation about your experiences with money, insight on your short term and long term goals and some information on your current portfolio.

Schedule A Meeting

Who Is Dave Ramsey?

The teachings of Dave Ramsey and his Financial Peace University have changed the way we view finances and provide advice. We truly focus on big picture planning and look at our clients entire financial picture. This includes their behavior and attitudes toward money, along with their monthly budget, assets, liabilities and insurance. By taking a very in depth and personal approach, we feel that we can really get to know our clients and help them make smart financial decisions through timely education, effective communication, and a level of service beyond expectations.


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