Smartvestor

Empowering you to make smart financial decisions 

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What Is A Smartvestor Pro?

A SmartVestor Pro is an investment professional in your area that has been chosen and screened by Dave Ramsey’s team. Initial and ongoing screening involves background checks of professional background history, experience and FINRA Broker Check.

Why Work With A SmartVestor Pro?

SmartVestor Pros share the same investment philosophies with you that Dave teaches on the air everyday. Dave’s team continually communicates with SmartVestor Pros to help them serve his listeners with great customer service and with the heart of a teacher.

Cliff Downie with Dave Ramsey and Chris Hogan

Commitment

We are committed to educating and empowering you to help you achieve your investing goals.

Client First Mentality

We don’t just offer a single company’s investment choices; we can shop around to help you reach your goals.

Long Term Focus

We believe that eliminating debt and investing for the long term is the ideal way to build wealth and prepare for retirement.
Dave Ramsey
Dave Ramsey is a personal money management expert, an extremely popular national radio personality and best-selling author of The Total Money Makeover. In his latest book, a follow-up of his enormously successful New York Times best-sellers Financial Peace and More Than Enough, Ramsey exemplifies his life’s work of teaching others how to be financially responsible, so they can acquire enough wealth to take care of loved ones, live prosperously into old age, and give generously to others.
Photo displaying Dave Ramsey, Smartvestor founder.

Need Help Creating A Plan for Your Financial Future?

Schedule Your 15 Minute Review Call Below

OFFICE PHONE
BRANCH ADDRESS
26050 Acero, Mission Viejo, CA 92691
AREAS OF SERVICE
Meeting locations available in the following cities: Anaheim, Brea, Cerritos, Costa Mesa, Irvine, La Palma, Newport Beach, Orange, Ontario, Riverside and San Bernardino”
Downie Financial Group (“DFG”) is a registered investment adviser offering advisory services in the State(s) of California and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by DFG in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of DFG, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

Downie Financial Group

Areas of Service

Meeting locations available in the following cities: Anaheim, Brea, Cerritos, Costa Mesa, Irvine, La Palma, Newport Beach, Orange, Ontario, Riverside and San Bernardino

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