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
Five Lessons To Remember During Bear Markets
The Stock Market has been trying to teach these lessons forever…. The real value of a bear market may be that it gives investors, who are temporarily frozen within its grip, the opportunity to learn or relearn important lessons regarding risk and diversification. For...
Five Money Moves To Make With Your Tax Refund
Having a plan ahead of time will help ensure you use your money smartly If you have a refund check coming your way, consider using it to bolster your personal balance sheet. According to the IRS, the average refund will be about $3,300, and many receive the money...
Should You Invest All at Once or Over Time?
With markets so volatile, the human element to investing is very important The market skyrockets one day, plunges the next. Is this the wobbling before the crash? Should you invest now? If so, how? Everything at once? That’s tempting, but not always wise. A common...
Executive meeting locations available in Paradise Valley, Mesa, and Tempe