SmartVestor Pro | Columbia, SC

Robert Templeton is part of the Dave Ramsey SmartVestor Pro program, which helps individuals connect with investing professionals for assistance with retirement, college savings and other investments.

Robert became a SmartVestor Pro advisor in 2014. Since then, he has been able to help hundreds of people in Columbia, SC work towards their financial goals.

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What is a SmartVestor Pro?

SmartVestor Pro advisors are required to follow the SmartVestor code of conduct when providing investment services to customers like you.

Dave Ramsey’s SmartVestor Pro directory aims to provide investors access to investment professionals committed to Dave’s investment principles. Following these investment strategies and principles, your local SmartVestor Pro can help you create a financial plan consistent with Ramsey’s philosophy.

SmartVestor Principles

General investment principles SmartVestor Pros follow include:

  • Eliminating debt
  • Structuring investments for long-term returns
  • Creating wholistic investment strategies that account for your financial circumstances, goals, and priorities

Why Work with a SmartVestor Advisor?

The SmartVestor advisors at The Templeton Group will treat you like a teammate rather than another transaction. We are dedicated to providing you with financial advice and offering you insight based on our investing experience and credentials.

As a member of the SmartVestor program, you can be confident that your financial advisor is focused on helping you reduce your debt, invest intelligently, and plan for long-term financial stability.

Why Work with Robert Templeton?

I am more than a financial planner. I am someone you can relate to and share your dreams with. I fit your investments to your life, help you understand what you are investing in and why, and encourage you to stick with your long-term goals.

  • I agree to the SmartVestor Code of Conduct
  • I believe everyone deserves access to objective, professional investing guidance.
  • I provide a refreshing twist on financial planning
  • I have the heart of a teacher, not the attitude of a salesman. I am someone you can feel comfortable talking to and someone you can trust. We will work together to create a plan to help you work towards your goals.
  • I care about your future

Our Services

At the Templeton Group in Columbia, SC, your advisor can help you understand the full gamut of financial services, including:

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If you’ve decided to make The Templeton Group your SmartVestor Pro advisor of choice, contact us today to set up an initial appointment. We’ll start by discussing your financial situation and identifying how we can help you begin the process of controlling your finances and aligning your investments with your overall financial priorities and goals.

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