We are A proud member of the smartvestor pro team
endorsed and created by dave ramsey

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Dave Ramsey
Dave Ramsey is an eight-time national bestselling author, personal finance expert and host of The Ramsey Show, heard by 23 million listeners every week. He has appeared on Good Morning America, CBS This Morning, Today, Fox News, CNN, Fox Business and many more. Since 1992, Dave has helped people take control of their money, build wealth and enhance their lives. He also serves as CEO for the company Ramsey Solutions.
​After battling his way out of bankruptcy and millions of dollars of debt, Dave set out to change the toxic money culture for good. Once he got started, it wasn’t long before the crusade became a lot bigger—and better—than what Dave could do alone. He’s built a team of America’s top experts on money, business and life who are passionate about sharing Ramsey’s message of HOPE to everyone in every walk of life.
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Leonard Hernandez, President

what makes a smartvestor pro?

The SmartVestor program is made up of trusted financial advisors and other investing pros from across the nation. A Smartvestor Pro goes through several carefully screened interviews and background checks before they are finally chosen to represent Dave and his mission. Dave's process will typically go through on an average of 1200 advisors before one is chosen. That means your Smartvestor Pro has been carefully selected and chosen to best represent you.


​What does this mean when you work with a smartvestor pro?

CODE OF CONDUCT
Smartvestor Pro's follow and abide to the Dave Ramsey Code of Conduct at all times. 
Code of Conduct
File Size: 89 kb
File Type: pdf
Download File
HEART OF A TEACHER
A Smartvestor is here to serve you with excellence. They will teach and guide you but will never intimidate you.
WE DO WHAT'S BEST FOR YOU
​As a Smartvestor, we will always do what is best for you. Everyone is different. But the mission stays the same.

Our Mission

OAKHILLS FINANCIAL SERVICES is committed in providing its clients the power of choice using a broad array of
investments, products, programs and services offered by providers that are specifically chosen by our firm. By aligning ourselves with some of the top most reputable companies in the financial industry, we strongly feel that the decisions we make together today, will provide the best results for the solutions of your tomorrow.
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PERSONAL SOLUTIONS

INSURANCE & PROTECTION
Learn more about how to protect yourself and your loved ones.
FINANCIAL PLANNING
Our advisors will create the best financial roadmap for your future.
RETIREMENT PLANNING
Protect your future. Our advisors will create the best financial plan for you.
ESTATE PLANNING & LIVING TRUST
Protect your assets and your family's future. You worked hard for them.

BUSINESS SOLUTIONS

INSURANCE & PROTECTION
Protect you and your business from unwanted events.
PAYROLL SERVICES 
Let us save you on payroll fees so you can put back into your business.
EMPLOYEE BENEFITS 
Provide the best care for your employees and their loved ones. 
Protect them.
401K & RETIREMENT PLANNING 
Learn about the different types of retirement plans.

ADDITIONAL

GET-A-QUOTE
Click here for a no-obligation fact finding quote.
JOIN THE TEAM
​Looking for a fun, non-stressful agency?
​Here we are!
MEDICARE BENEFITS
Protect yourself in the latter years.
REAL ESTATE
1st time, investment or vacation homes. Contact our experts.

    your new financial journey starts here