SmartVestor

Congratulations on your progress towards financial peace!

At Presidio Financial, we are delighted to partner with the Dave Ramsey team to help families live with financial peace of mind. We do this by providing the investment coaching and financial planning needed to grow your savings, minimize your taxes, and reach your financial goals. If you’d like to get to know your Smartvestor Pro, learn about us through our bios here.

See what our SmartVestor clients say about working with Presidio

Options to learn about Presidio Financial:

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Schedule an introductory meeting

Schedule an introductory meeting. Use these or these questions when interviewing Smartvestor Pros. Focus on investing philosophy, compensation arrangements, and fiduciary standard of care.

Schedule an Introductory Meeting

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Attend an Event

Attend an Investor Discovery Experience to learn investing principles that you can stick with for the long-term. In the same way that Financial Peace University or The Total Money Makeover launched your debt-free journey, Investor Discovery Experience is designed to launch your investing journey with confidence, inspiration, and by reconnecting to the American Dream. It’s free to attend!

Register For an Upcoming Event

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The Investor Discovery Experience

Identify your true purpose for money and ensure your financial decisions align with this purpose.
Target the enemies of your American dream (Hint: one of the enemies is yourself).
Discover the myths of investing techniques that are destructive to returns.
Learn the academically-sound way to engineer your portfolio.

Register Now

Why Presidio Financial?

Fiduciary

It only makes sense to work with someone who has committed to acting in your best interests.

Transparency

We don't hide anything. Unlike much of Wall Street, we make it easy to understand how we are paid.

CFP® Professional

We adhere to the highest practice standards and quality of financial advice

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Let’s Get Started

Schedule a complimentary phone call or introductory meeting with one of our planners to get to know us and our process.