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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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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.

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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.

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Your Success is Our Success

Your Success is Our Success

We create strategies that are tailored to your needs and goals.


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Work Smart

Work Smart

We take pride in using data-driven strategies to help you take control of your financial life.


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Featured Content


<p>Why Medicare Should Be Part of Your Retirement Strategy</p>

Why Medicare Should Be Part of Your Retirement Strategy

How Medicare can address health care needs in your retirement strategy.
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<p>Acres of Diamonds</p>

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.
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<p>Behavioral Finance</p>

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.
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