DAVE RAMSEY
SMARTVESTOR PRO
The Heart of a Teacher,
Not the Attitude of a Salesman
Wall Capital Group is honored to be a Dave Ramsey SmartVestor Pro serving the greater Phoenix area and Yuma. Dave Ramsey is a nationally syndicated radio talk show host, author and personal finance expert.
Our SmartVestor Pro Team
Dave Wall founded Wall Capital Group while serving as a full-time police detective for the Addison Police Department.
Since it’s founding in 1990, the firm grew to manage over $1B. Dave is a Certified Financial Planner (CFP®) and Certified Investment Management Analyst.
Joel Truemper has more than 10 years experience educating families and individuals on Dave Ramsey’s principles and his 7 Baby Steps to Financial Freedom.
In 2011, Joel began leading Dave Ramsey’s Financial Peace University classes and took on the Legacy Journey program after its inception. He has led 12 Financial Peace University classes and seven Legacy Journey classes, sharing his experience in the industry and passion for helping others.
We have a Certified Financial Planner (CFP®) and a Retirement Management Advisor (RMA℠) candidate on staff.
Why Use a SmartVestor Pro?
The markets can be volatile, triggering emotions that result in irrational decisions. Your SmartVestor Pro advisor serves as a voice of reason during those difficult times, seeking to help you accomplish your financial goals.
What does it mean to be a SmartVestor Pro?
Being a Ramsey SmartVestor Pro is a title that Ramsey fans can look for to find service providers the Ramsey team endorses. That means we consistently meet Ramsey’s high standards of excellent customer service. Now, to be clear, the SmartVestor Pro title isn’t an indicator of industry know-how. It’s a symbol that proves we’ve earned Ramsey’s trust by being missional, coachable, and reliable. And speaking of trust—you should understand that we pay to promote our services as a SmartVestor Pro to receive clients. Click here for more information about our compensation and conflicts of interest.
- We agree to the Dave Ramsey SmartVestor Code of Conduct
- We have been vetted by the Ramsey team of experts
- We provide objective, transparent and refreshing wealth management and financial planning advice
- We truly care about your future
- We are an acknowledged fiduciary
- We are an independent, fee-only financial advisory firm
- We have 30 years’ experience in the financial services industry
- We have a CFP® and CFP® candidate on staff
Call or email us today to schedule an appointment!
NEWS AND BLOG
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There is wide agreement among economists and market observers that the Federal Reserve’s aggressive interest rate hikes will cause economic growth to grind to a halt, leading to a recession. Less talked about is the risk of a financial crisis as the U.S. central bank...
Summer Time Reminds Us to Be Flexible
Your financial plan must be adaptable – you don’t set it and forget it As summer heats up, it pays to take a good look at how flexible you are. When you plan for the future, you need to be adaptable. No one knows what tomorrow holds. This is certainly true in the...
The Perils of Trying to Time the Stock Market
Two years after the COVID-market-bottom, were you fully invested? The end of March 2022 marked the two-year anniversary of the stock market bottom and the end of the shortest bear market on record. Since then the U.S. stock markets have quickly reached new highs, with...
Executive meeting locations available in Paradise Valley, Mesa, and Tempe