Our Ramsey Connection

The Smartvestor Pros of Steward Wealth Strategies standing in front of "The Ramsey Show" sign at Ramsey Solutions in Brentwood, TN. From left to Right: George Kamel, Graham Burke, Dennis Bohm, Brant Spesshardt, Amy Welborn, Dave Ramsey

At Steward Wealth Strategies, we are honored to be one of the longest-serving and largest SmartVestor Pro firms in the Carolinas. We have four Ramsey SmartVestor Pros on our team and are founding members of Dave’s Investment Council. We provide time-tested guidance that Ramsey followers trust as they pursue long-term financial growth.

Built on the principles of Dave Ramsey’s 7 Baby Steps, our approach focuses on clarity, discipline, and intentional planning. We walk alongside you with guidance grounded in faith and sound financial stewardship, helping you make confident decisions that support peace today and a meaningful legacy for the future.

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Four Types of Mutual Funds that Dave Ramsey Recommends

A pie chart divided into four equal parts labeled International, Growth, Growth & Income, and Aggressive Growth, each representing 25%. The chart has four callouts with descriptions: 'Companies around the world' linked to International, 'Most predictable in performance' linked to Growth & Income, 'Fairly stable: moderate risk & return' linked to Growth, and 'Unpredictable high risk & return' linked to Aggressive Growth.

Dave Ramsey teaches a simple, diversified approach to investing by spreading your portfolio evenly across four types of mutual funds. Each category plays a different role, balancing risk and return while helping you pursue long-term growth with diversification and discipline.

What is a Ramsey SmartVestor Pro?

A SmartVestor Pro is a financial professional recommended by Dave Ramsey and his team to help individuals and families navigate long-term investing with confidence. These professionals are carefully vetted to ensure they align with Dave’s values — including a heart for educating others, a commitment to doing what’s right, and a belief in financial principles that stand the test of time. At Steward Wealth Strategies, being a SmartVestor Pro means we’re here to serve you with clarity, honesty, and a deep respect for your goals and values.

All of our wealth managers, along with our entire team, are actively walking the Baby Steps and are deeply familiar with Dave Ramsey’s financial principles. Because our entire advisory team follows the same proven framework, you can trust that the guidance you receive will be consistent, values-aligned, and rooted in the same sound financial wisdom. This shared commitment helps us guide you with practical experience, aligned values, and a unified belief in purposeful stewardship.

Three smiling individuals, two men and a woman, pointing at and standing near a wall covered with handwritten notes and messages, in a professional setting with light-colored walls and wooden floors.
Lobby of the Ramsey Event Center with a large digital screen and a group of people chatting.
A man laughing and smiling while standing indoors at a conference or event, wearing a gray blazer, a lanyard with a visitor badge, and casual jeans.
Two men standing inside office with a vintage car trunk filled with books and a large sign behind them that reads 'Don't Despise Humble Beginnings'.
Group of four people standing and smiling in front of a digital screen displaying 'The Ramsey Show' in an indoor setting, likely a conference or event center.