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SmartVestor Pro

Financial Management Inc. is honored to be one of Dave Ramsey's SmartVestor Pros for Central and Eastern Washington.

Why SmartVestor?

We believe everyone deserves access to professional investing guidance. 

It is one thing to understand investments, but a much larger issue is the overall financial plan.  Without the knowledge, education, experience and ability to chart out a financial plan with the proper strategies, targets, recommendations and advise….one can invest but not know if they are on track as they pursue their goals.  As a financial planner, we are fiduciaries that are held to advising our clients and directing them in a way that is in “their best interest”.  You may just need advice, rather than being sold something that may or may not help your goals.  Please come in and ask us the key questions you have and we will counsel you in a simple, straight forward, and personal way.


The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Financial Management Inc. or LPL.