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Articles

Posted on: May 23, 2025

How Small Business Owners Can Build Wealth Without Burning Out

Written by: Patrick Rogers CFP® Let’s be honest: being a small business owner can feel like running on a treadmill that keeps speeding up. You’re the o…
Posted on: March 31, 2025

Is AI the Future of Financial Advice?

Written by: CIO, Jesse Shaw CFA, CFP®, CKA® There is no shortage of commentary on AI out there. Myself – usually being more aligned with Dave Ramsey’s take on…
Posted on: January 31, 2025

SmartPro Financial Welcomes Four New Partners

FOR IMMEDIATE RELEASE SmartPro Financial Welcomes Four New Partners – Expanding Our Mission to Leave Normal Behind Bradenton, FL – January 17, 2025 – SmartPr…
Posted on: June 19, 2024

Cambridge Names SmartPro Financial to 2024 Circle of Excellence Achievement recognized at annual conference in June

Cambridge Names SmartPro Financial to 2024 Circle of Excellence Achievement recognized at annual conference in June Sarasota, FL– June, 2024 – SmartPro Finan…