Click below to see how I can help you leave ordinary behind and lead you to the financial future your are hoping for!

Ready To Get Started?

Get started with our team in 3 simple steps!

Step 1: engage

Schedule A meeting

Schedule a FREE initial consultation with myself so I can better understand your goals.

Step 2: educate

Create a Plan

During this conversation we’ll have a chance to assess your current financial situation and make a clear and plan for you.

Step 3: empower

get Back To Your Life

We get to work implementing your plan so that you can get back to your life with greater confidence and financial peace. 


Hi, I'm Tyler Witman

You know how finance people make things MORE complicated?
I hate that. I make finance and wealth simple.

Seeing people hit their goals is one of the most rewarding parts of life. I love being part of Dave Ramsey’s SmartVestor Pro team and it has been a lot of fun helping people grow towards financial peace.

As your Investment Advisor and Dave Ramsey SmartVestor Pro I will strive to help you leave ordinary behind and lead you to the financial future your are hoping for!

– Tyler Witman

The Value of An Advisor

We believe that financial planning is about more than just investing. Through the heart of a teacher, we work with each client to make sure they understand every step of the process. Whether you are working through one of Dave’s 7 Baby Steps or just getting started, we are here to help!

$ 1
$ 1
with an advisor

* Based on a 25 Year Investment

Assuming 5% annualized growth of $500k portfolio vs 8% annualized growth of advisor managed portfolio over 25 years.  Source

How I can Help?

Investment Management

Retirement Planning

Financial Planning

College Planning

Group Retirement Plans

Insurance Planning

Market Update

Let’s take a quick look at what’s happening in the market today.

Get In Touch


9100 Conroy Windermere Rd
Ste 200 Windermere, FL 34786

Call Us

(407) 917-1166

Email Us