Our Business Relationships

There are a few names that are used frequently in relation to our firm – Southwestern Investment Group,  Southwestern Company,  Raymond James, and Dave Ramsey. Read below to learn more about how our relationships help us serve you better.

 


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Our Relationship with Dave Ramsey


Dave Ramsey is one of America’s most listened-to syndicated radio show hosts, a motivational speaker, author and personal finance expert.

Like Dave Ramsey, we believe in living more and worrying less. That’s why we’re in the business of helping people who want to take control of their finances and plan for the future.  We want to help our clients live their lives debt-free and financially independent. Since 2002 we have been assisting Dave Ramsey fans in building a financial plan. Our advisors are SmartVestor Pros.

*Raymond James Financial Services does not endorse and is not associated with the Dave Ramsey Show or the Dave Ramsey Smart Vestor program.

 

Raymond James

Raymond James is our broker dealer – they custody our clients’ assets and provide support to our firm with reporting, statements, trading platform, investment analysis, and other various financial planning technology and resources. Through Raymond James we have the support of a large company, but are able to offer the personalized service of a small firm. With the independence we are provided through Raymond James we are able to make recommendations that are best for our clients with no vested interest in any product.

Community support and philanthropy is something close to our hearts, and in this regard we are equally paired with our broker dealer. Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.

 


 

Southwestern

We are a part of the Southwestern family of companies. Southwestern Company is one of the largest and oldest corporations in Tennessee – dating back to 1868. It started as a publishing house and has now grown into an international employee-owned corporation. The Southwestern name is not the only thing we share, we also hold many of the same qualities that have made the Southwestern Company the global leader that it is today such as – offering exceptional customer service, developing character in our employees, fostering respect, nurturing innovation, creating opportunities, and expecting excellence. Southwestern has a legacy of service that we are proud to carry forward into our future and yours.