Choose a FEE Only Dave Ramsey SmartVestor Pro You Can Trust.  Advice Only From a Fiduciary.

Not all SmartVestors are the same. Some Advisors give you cookie cutter Portfolios and outsource the investments while we tailor your Portfolio to your goals and needs while coordinating all your wealth. University Financial Strategies Fees are structured so you know what you are paying for and as a Fee Only CERTIFIED FINANCIAL PLANNER™ we are not paid on commissions or any other hidden fees. We do better when you do better.  Don’t be fooled by Brokers or Advisors who are really just salespeople selling you products.  We are confident in our services and list our pricing right on our website.   We are proud to use TD Ameritrade as our custodian and can also help manage assets directly in your retirement account.

A Refreshing Twist on Financial Planning & Asset Management

I have the heart of a teacher, not the attitude of a salesman. I’m someone you can feel comfortable talking to and someone you can trust. We’ll work together to create a plan to help you reach your goals. We are very confident in our services so we list our prices so they are easy to see. Click Here to see our Transparent Pricing

I Care About Your Future

I’m more than a “financial planner”—I’m someone you can relate to and share your dreams with. I fit your investments to your life, help you understand what you’re investing in and why, and encourage you to stick with your long-term goals.
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 Use 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.
Who Is 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.

Would You Like Help Creating A Plan For Your Child's College Fund Or Your Own Retirement Needs?

We Help Families & Individuals Create Financial Plans For Success.


We are recommended by the Dave Ramsey Smartvestor Network

Check the background of this financial professional on FINRA’s BrokerCheck & AdvisorInfo

At University Financial Strategies our mission is to help families think beyond just saving for college, but helping leverage strategies that leverage your unique situation to help you save on college costs. We take into consideration topics like specialized college-planning strategies for business owners, planning for financial aid, school-specific scholarships, coordinating college planning with grandparents, cash-flow strategies and options for covering shortfalls, to name just a few.


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