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Advisors with the heart of a teacher

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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.

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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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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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

ARLIE R. ROGERS JR.

CHRISTOPHER J. STRATTON

NICOLE R. BROOKS

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