We believe everyone deserves access to solid, professional planning and investing guidance. We have earned our position as SmartVestor Pros because of our experience in the industry and our drive to educate and help others.

A good financial advisor is going to do more than make investment picks. They are going to fit your investments into your life, consider tax implications, and educate you so you’ll understand what you’re investing in and why. If you let your emotions get involved you can negatively effect the goals you’ve worked hard to achieve. Since buying high and selling low is a bad plan, an investing pro will remind you why you’re investing and encourage you to stay the course and stick with your long-term goals.

Every SmartVestor Pros performance is evaluated monthly to make sure you get the best agent possible. You also have a chance to grade the SmartVestor Pro you used based on your personal experience through a survey provided by Dave. The SmartVestor program is designed to help you be successful working toward your goals.

With a SmartVestor, you know for sure that you’re getting the same type of advice that Dave would give. You can trust SmartVestor Pros because Dave has a team that works directly with every SmartVestor Pro to make sure they meet your standards and give you great advice. You can feel comfortable talking with a Engage In Wealth because we have the heart of a teacher.