SmartVestor Financial Advisor in Colmar, PA

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

Thomas Jr. Kelly, is a Ramsey SmartVestor Pro Advisor

The SmartVestor program was created by Dave Ramsey, a personal finance expert, radio personality, and author of four New York Times best-selling books. Visit www.daveramsey.com to learn more. We are strong believers in living a debt-free lifestyle. 

Thomas Jr. Kelly.  is a SmartVestor Pro, available to help you with your retirement planning, college savings and other investments.

Real Talk About Life and Money.

The teachings of Dave Ramsey have changed the way we view finances and provide advice.  We focus on the big picture and look at our client’s entire financial picture from their spending habits, attitude towards money, budget, assets, liabilities and insurance.  We take a very in depth and personal approach to really get to know our clients so we can help them to make smart financial decisions for their future.

SmartVestor is a program that connects individuals with investment professionals who understand Dave Ramsey’s financial principles and serve with the heart of a teacher. We share those same principles and have a true passion for educating and advising clients in achieving their financial goals.

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