SmartVestor Pro

Dave Ramsey is a popular radio personality and best-selling author. By age 26 he had established a $4 million real estate portfolio, only to lose it by age 30. Using the wisdom he gained, Dave rebuilt his financial life and now teaches others how to become debt free and create wealth by following a simple set of financial lessons.

The SmartVestor program was created to provide Dave Ramsey fans and listeners with local financial professionals that adhere to the biblically based, common-sense financial principals that Dave teaches in his books and on his radio show. SmartVestor Pros are dedicated to helping people make wise and informed financial decisions, so they can take care of loved ones, retire with dignity, and give generously to others.

Trinity Wealth Management was chosen by Dave Ramsey to be one of a few SmartVestor Pros in the Philadelphia area. We have a client-first mentality and are committed to educating and empowering you to take control of your money and build wealth. Our mission is to help you find financial peace of mind, so you can live a life full of meaning and purpose.

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