Work with a SmartVestor Pro


You Need Someone You Can Trust

When hiring a financial advisor, you need someone trustworthy and reliable. We understand how incredibly intimidating it is to trust someone to handle your finances. Many people believe that all financial planners are "certified" financial professionals, but this is not true. Anyone can use the title "Financial Planner.” However, the title of CERTIFIED FINANCIAL PLANNERTM requires meeting rigorous qualifications for financial planning. As part of their certification, CFP® professionals commit to high ethical standards. Our CEO, Alex Westberry, has his CFP® certification. He is also a part of the SmartVestor program.

The SmartVestor Pro Commitment

As a SmartVestor Pro, we must agree to follow Dave Ramsey's Code of Conduct.

We are committed to teaching and communicating so you will understand your money plan and have confidence we are giving you the attention you deserve.

As financial professionals, we have extensive knowledge in various facets of the financial industry.

Helping clients prioritize and pursue their financial goals.

<b>More than a Financial Advisor</b>

More than a Financial Advisor

Our CEO and financial advisor Alex Westberry, CFP® is a SmartVestor Pro. SmartVestor is a Dave Ramsey program. Dave Ramsey is a personal finance expert, media personality, best-selling author, and radio show host known for providing financial advice. 

<b>Dave Ramsey's Financial Principles</b>

Dave Ramsey's Financial Principles

Dave Ramsey believes in a simple yet effective financial strategy. He prioritizes debt relief and investing 15% of your income in tax-favored retirement accounts. He also values long-term investment perspectives over short-term ones. If clients prefer the Dave Ramsey approach, we help them execute it in a way that is feasible, reliable, and individualized to their financial goals.

Why Work with Resonance?

Not only is our CEO, Alex Westberry, a part of the SmartVestor Program, but he is also a CERTIFIED FINANCIAL PLANNERTM (CFP®). He is dedicated to helping his clients make sound financial decisions by providing ongoing education designed to further their understanding of our financial services.

Are you ready to receive financial advising services from a Certified Financial PlannerTMContact us today!

The SmartVestor program is a directory of investment professionals.  Neither Dave Ramsey nor SmartVestor are affiliates of Resonance Wealth Management or LPL Financial.

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