SmartVestor Pro

Robert Templeton is part of the SmartVestor program, which is recommended by Dave Ramsey and the Ramsey Solutions organization to help you connect with investing professionals for help with retirement, college savings and other investments.

Why SmartVestor?

  • 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

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.

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