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
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
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
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
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.
Building a Solid Financial Foundation
Making a Charitable Contribution
When Special Care Is Needed: The Special Needs Trust