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<strong>Advisors</strong> with the heart of a <strong>teacher</strong>

Advisors with the heart of a teacher

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Our History

Our History

nobutton

An investment service designed specifically

with Dave Ramsey fans in mind.   



A Difference Worth Looking Into

Dave Ramsey’s principles and philosophy are at the heart of who we are

and how we help our clients invest.

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Smartvestor is a directory of investment professionals. Neither Dave Ramsey nor Smartvestor are affiliates of Brighton or LPL.

1

An “education first” approach helps you take ownership of your future and sets us apart from the typical advisor experience. We lay out the info, you make the decisions.

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2

If your goals are long-term, your investments should match. Many financial advisors use investments (such as bonds among others) to “smooth out the ride”, but this can also suppress long-term returns. A focus on good growth stock mutual funds can be the key.

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3

Helping you spend less on investment advice means more for your future. Most advisors only offer fee-based planning where you are charged a percentage of your account value every quarter. We offer something different that we believe is more suited for long-term investing.

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Serving California's Central Valley and Central Coast   

from multiple branch locations.


NICHOLAS W.
MAXWELL

NICHOLAS W. MAXWELL

ARLIE R.
ROGERS JR.

ARLIE R. ROGERS JR.

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