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2605 Nicholson Road, Suite 2301, Sewickley, PA 15143

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James Greno is a Pittsburgh SmartVestor Pro: Serving Your Needs With the Heart of a Teacher

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What does it mean to be a SmartVestor Pro? 

As a financial advisor and SmartVestor Pro, I’m dedicated to helping individuals and families take control of their finances and build a secure future. I became a SmartVestor Pro because I saw many Americans—especially those in their 30s, 40s, and 50s—struggling with their finances. Too often, their lifestyle dictated their financial decisions instead of creating budgets and developing plans to enhance their quality of life.

The sooner you decide to take control of your financial future, the more I can help you harness your most powerful wealth-building tool—your income—and leverage the “Power of Compounding” to your advantage.

Like Dave Ramsey, I believe in using the "heart of a teacher" approach to educate clients on how to be intentional with their money. As a financial advisor, I focus not only on retirement but also on helping you achieve milestones like paying for your kids’ college, paying off your mortgage, and identifying your dreams. Together, we can make these goals a reality and build a legacy for future generations.

"If you will live like no one else, later you can live (and give) like no one else."
-Dave Ramsey

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How do I provide value as a Financial Advisor?

As your financial advisor, our role goes beyond helping you pay off debt and reach Baby Step 7.   It’s about guiding you through every step anchored in Dave’s principles, with a focus on financial planning.

We work with you to:

  • Identify your goals
  • Create a budget that aligns with both short-term and long-term objectives
  • Provide flexibility to adapt to life’s changes
  • Ensure you have the proper insurance coverage to manage risks
I Agree to the<br/>SmartVestor Code of Conduct

I Agree to the
SmartVestor Code of Conduct

I believe everyone deserves access to solid, professional investing guidance. I look forward to supporting you in your pursuit of financial freedom with financial planning that aligns with Dave Ramsey’s principles.

James Greno | Senior Wealth Advisor
SmartVestor Pro

SmartVestor is an advertising and referral service for investment professionals operated by The Lampo Group, LLC, d/b/a Ramsey Solutions. SmartVestor provides referrals to financial professionals of LPL Financial, LLC (LPL). SmartVestor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay SmartVestor cash compensation for these referrals, which creates the incentive for SmartVestor to make these referrals, resulting in a conflict of interest. Please visit SmartVestor investing professionals | RamseySolutions.com to learn more.