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8 North State Street, Suite 300, Lake Oswego, OR 97034

(253) 313-1992
dustin.marlett@raymondjames.com
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SmartVestor Pro

SmartVestor Pro

SmartVestor Pro

Since 2018, our team has been helping Dave Ramsey fans with their investments and financial planning needs. We truly believe that in order to help you achieve YOUR goals, we need to first understand you. We also need to help you simplify the complicated financial world. Rather than selling, we prefer to teach our clients about their options and we put ourselves in your shoes to help you make the decisions that are best for you and your family.

Dave Ramsey has been instrumental in our lives, but also in the lives of our clients. We have built a community of friends and followers who believe just as much as us that being debt free, building wealth intelligently, and giving wholeheartedly enriches our lives. Everything we do at State and Shore is "Because Family is Important." We look forward to meeting and guiding you and your family.

What is a SmartVestor Pro?

What is a SmartVestor Pro?

SmartVestor Pros are investment professionals in your area that have been chosen by Dave Ramsey based on their integrity, professionalism and experience.

SmartVestor Pros understand and believe in the investment principles that Dave teaches on The Dave Ramsey Show each day.

As SmartVestor Pros you can expect the following from us:

What is a SmartVestor Pro?

SmartVestor Pros are investment professionals in your area that have been chosen by Dave Ramsey based on their integrity, professionalism and experience.

SmartVestor Pros understand and believe in the investment principles that Dave teaches on The Dave Ramsey Show each day.

As SmartVestor Pros you can expect the following from us:

We are big Dave Ramsey fans

We believe in living debt free. We believe in living like no one else - so that later you can live (and give) like no one else.

Our goal is to always do what is right for the client

We know that by doing right for you we can and will grow our business from raving fans that spread the word.

We will display the heart of a teacher

One of our core philosophies is that our clients should always understand their investments. We are committed to taking the time with each client to make sure that they understand their investments.

We are transparent

In all of our client interactions you can expect transparency - no hidden agendas. Why? Because that's the way we would want to be treated - you might call it "The Golden Rule".