Dave Ramsey SmartVestor Pro
Secure Your Financial Future with Confidence
Welcome to your journey towards financial independence and wealth management. At Barnett Capital Advisors , we are proud to be a part of the Dave Ramsey SmartVestor Pro network, dedicated to guiding you through smart and informed investment decisions. Whether you’re starting your investment journey or looking to optimize your existing portfolio, our experienced professionals are here to help you achieve your financial goals.
Why Choose Us?
Andrew Carrillo has over 18 year experience helping clients invest and reach their goals. Throughout his career, Andrew Carrillo has earned the designation of Certified Financial Planner™ (CFP®), Accredited Wealth Management AdvisorSM (AWMA®), and Chartered Retirement Planning CounselorSM (CRPC®), each of which requires advanced financial planning studies and adherence to a strict code of professional conduct.
Expert Guidance: As a SmartVestor Pro and Certified Financial Planner Professional , we are carefully vetted by Dave Ramsey’s team to ensure we meet the highest standards of integrity, professionalism, and expertise. We are committed to providing you with sound financial advice tailored to your unique needs.
Client-Centric Approach: Your financial success is our top priority. We listen to your goals, understand your risk tolerance, and develop a personalized investment strategy to help you build wealth over time.
Proven Strategies: Utilizing time-tested investment principles, we focus on diversification, long-term growth through multiple investment styles, and minimizing risks. Our strategies align with the values and teachings of Dave Ramsey, promoting financial peace and prosperity.
Certified Financial Planner® Professional – Not all Advisors are “Certified”. Anyone can call themselves a financial advisor. Only those who have met CFP Board’s high standards for certification can call themselves a CFP® professional.
Our Services
Comprehensive Financial Planning: We offer holistic financial planning services that cover every aspect of your financial life, from Improving your current Situation, to Financial planning, Retirement planning and estate planning.
Investment Management: Our investment management services are designed to help you grow your wealth. Utilizing both Growth and Quality Value Strategies is important for long term performance in different equity market cycles. We provide ongoing monitoring and adjustments to ensure your portfolio remains aligned with your goals.
Retirement Planning: Prepare for a secure and comfortable retirement with our expert retirement planning services. We help you navigate the complexities of retirement accounts, social security, and income strategies to ensure you’re ready for the future.
Income Planning – You’ve already accumulated a large nest egg however now it’s time to make sure you have consistent income being deposited on a monthly basis. We can help you maximize your income.
Tax-Efficient Strategies: Maximize your investments with our tax-efficient strategies. We work with you to minimize tax liabilities and enhance your after-tax returns, keeping more of your hard-earned money working for you.
Start Today
Ready to take control of your financial future? Contact us today to schedule a free consultation with our SmartVestor Pro. Let us help you create a roadmap to financial success and peace of mind.
Call us at 305-328-8538 or Schedule an Appointment
About Us
At Barnett Capital Advisors we believe in empowering our clients to achieve financial freedom through education, integrity, and personalized advice. As part of the Dave Ramsey SmartVestor Pro network, we adhere to a philosophy of sound financial principles and exceptional client service.
Frequently Asked Questions
What is a SmartVestor Pro? A SmartVestor Pro is a professional endorsed by Dave Ramsey’s team to provide reliable, trustworthy financial advice and investment management services.
How are you different from other financial advisors? As SmartVestor Pros, we follow Dave Ramsey’s principles and focus on long-term financial success. We are committed to transparency, integrity, and personalized service. As a CFP, and Investment Advisor without a Broker License, you can be confident that your investment recommendation’s are free from conflicts of interest.
What should I bring to my first consultation? Bring any financial documents you have, such as investment statements, retirement account information, and a list of your financial goals. This will help us better understand your situation and provide tailored advice.