Dave Ramsey Endorsed Local Provider

SmartVestor Pro


Investment Planning Advisors has been an Endorsed Local Provider of Investments and a SmartVestor Pro for over 20 years in North Georgia.

Learn More

Code of Conduct

I agree to the SmartVestor Code of Conduct.


Financial Education

I have the heart of a teacher, not the attitude of a salesman.

Invested in You

I care about your future and I am invested in your success.

Investment Planning Advisors

Local SmartVestor Pro

At Investment Planning Advisors our passion for helping individuals, families and business owners using Dave Ramsey’s steps and financial education has never been stronger! Client’s who seek us out through Dave Ramsey should expect shared values surrounding financial education, retirement planning, debt elimination, and legacy planning.

SmartVestor Pro

What Does It Mean?

To be designated as a SmartVestor Pro, an Advisor must already possess and maintain a defined code of conduct as well as agree philosophically with the financial planning principles espoused by Dave Ramsey and his Ramsey Solutions program. Principles include, but are not limited to:

Investor Education

Eliminating Debt

Maintaining Emergency Funds

Not Using Insurance as an Investment Vehicle

Not Using Proprietary Investment Vehicles

SmartVestor Pro logo.

SmartVestor Pro Endorsed Local Provider in Georgia

About Dave Ramsey

Dave Ramsey is America’s trusted voice on money and business matters. Ramsey Solutions provides biblically based, common-sense education, and empowerment that give HOPE and direction to everyone in every walk of life.

He is a personal money-management expert, radio personality, and has authored four New York Times best-selling books. The Ramsey Show Podcast and YouTube channel are also incredibly popular in the finance and business genre.

dave ramsey image.