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A Team of Investment Advisors Who Start by Getting to Know You, and Helping You Set Clear Goals.

Our Strategy

Welcome to goal-driven strategies that put you in the driver's seat.

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Our History

Our decades of experience may help direct your financial future.

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Our Values

Our values are at the forefront of our practice and guide every decision.



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Ramsey Trusted

Ramsey Trusted

RamseyTrusted is a place where people can effortlessly connect with top-notch principled service providers, so you'll know where to go the next time you need help. There's no need to be afraid, and there's no need to fumble around in the dark looking for recommendations. Ramsey-style expert assistance is all you'll need.

SmartVestor Pro Certified

SmartVestor Pro Certified

The SmartVestor Pro advisors at Out of the Box Wealth Advisors are committed to educating and empowering you. We are committed to educating and empowering you. No matter where you are in your financial journey, we are delighted to help you take your next step! Click below to schedule a complimentary introductory review with one of our advisors to get started.

About Dave Ramsey & SmartVestor Pro

About Dave Ramsey & SmartVestor Pro

Dave has built the SmartVestor Pro (SVP) program for families to receive investment advice from qualified professionals. Each and every SVP goes through a careful interview process to make sure they deliver the same excellent advice as Dave does, provide outstanding customer service, and have the heart of a teacher.

Your Success is Our Success

Your Success is Our Success

We create strategies that are tailored to your needs and goals, and you will be treated like a teammate, not a transaction. When you’re ready,  Out of the Box Wealth Advisors will commit to educating and empowering you.

Work Smart

Work Smart

We take pride in using data-driven strategies to help you take control of your financial life. Let us help you take control of your life and money once and for all.

Featured Content


<p>Building a Solid Financial Foundation</p>

Building a Solid Financial Foundation

Sustain financial well-being or create wealth through these actions.
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<p>Making a Charitable Contribution</p>

Making a Charitable Contribution

There are benefits and limitations when you decide to donate stock.
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<p>When Special Care Is Needed: The Special Needs Trust</p>

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.
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