Dave Ramsey Endorsed Local ProviderSmartVestor Pro
Investment Planning Advisors has been an Endorsed Local Provider of Investments and a SmartVestor Pro for over 20 years in North Georgia.
Code of Conduct
Invested in You
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.
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:
Maintaining Emergency Funds
Not Using Insurance as an Investment Vehicle
Not Using Proprietary Investment Vehicles
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.