Broker Check

SmartVestor Pro

How we are unique from other Smartvestor Pros

How we are unique from other Smartvestor Pros

Dave Ramsey is one of America’s most trusted voices on money and business matters. He is a personal money-management expert, radio personality, and author of numerous books. We are excited to be part of the SmartVestor program because Dave’s beliefs about financial education and retirement planning are rooted in the same beliefs as McCaleb Wealth Management. By having the heart of a teacher, and not of a salesman, we dedicate the time needed to listen to your goals and educate you on your investment options.

Over 5 Years Endorsed By Dave Ramsey

We study and practice what Dave preaches!

Less Conflicts of Interest

We are a fee only investment practice clearing through TD Ameritrade and are not captive agents or work with proprietary products

Certified Financial Planner® Since 2008

Unlike other Smartvestor Pros we always have to be able to legally prove we have our client’s best interest at heart!

Enhancing And Protecting Life Well-Lived

Work with a Smartvestor Pro who “sits on the same side of the desk as you!”

Let's Get to Know Each Other