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SmartVestor Pro

Why did we become SmartVestor Pros?

We became SmartVestor Pros at O’Neill Asset Management because we strongly agree with Dave Ramsey’s investment philosophy. To win with money, you have to control your money. We teach our clients how to win and control their money to build wealth and create a legacy.

What is a SmartVestor Pro? We have a “client-first” approach where we are committed to educating our clients about their investments. We are Independent Investment Advisors – which means we are held to the highest fiduciary standard. As an Independent, we are able to offer any investment option, not just one company or one investment.

We help our clients win with money.
When working with us, we get on the same side of the table as our clients, and help them make non-bias decisions to win with their money.