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SmartVestor Madison, WI Fortress Planning Group

Dave Ramsey is America’s trusted voice on money and business matters. He is a personal money-management expert, radio personality and author of several New York Times best-selling books. Ramsey Solutions provides biblically based, common-sense education and empowerment that give HOPE to everyone in every walk of life. View Dave Ramsey's website to learn more.

At Fortress Planning Group, our passion for helping individuals and families is aligned with Dave’s approach to financial freedom. SmartVestor Pros are financial advisors who follow Dave Ramsey’s philosophies and are carefully selected to be a part of the SmartVestor program. SmartVestor Pros are held to a high standard of excellence while staying committed to educating and empowering their clients and helping them build wealth by investing for the long-term. We are proud to be a SmartVestor Pro for the greater Madison and Milwaukee, WI areas. We meet with our SmartVestor clients in person at our office, over the phone or by virtual meetings. You let us know what is most convenient for you and we will do our best to accommodate your request.