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1930 Del Paso Road
Suite 122
Sacramento, CA 95834
(916) 928-2207

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Our advisors are Dave Ramsey Smartvestor Pro investment professionals, which means they follow Dave Ramsey's philosophies to help you invest for the long term.

The SmartVestor Pro program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor pro are affliates of Brown Financial Services Group, Strategic Wealth Advisors Group, LLC. or LPL Financial. 

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We Are Qualified Professionals

Not just anyone can be a SmartVestor Pro. We have been vetted against hundreds of other investing professional to have the SmartVestor Pro title.

Client-First Mentality

We are focused on you and your financial goals. We provide the highest level of customer service to our clients.

Focused On The Long Term

We trust the principles used by Dave Ramsey and his team. We use these principles to help you invest in the long term & build wealth.