What's Your Dream

You have dreams. We can help you bring them to life. Schedule a FREE CONSULTATION today!

Meet Your Advisor

My name is Joshiwa Graham and I am proud to be a Dave Ramsey SmartVestor Pro.  On a personal level, I have successfully applied Dave’s principles in my own life. I will use these experiences to instill hope and inspire you to be successful.  I have the heart of a teacher, not the attitude of a salesman. I’m someone you can feel comfortable talking to and someone you can trust. We’ll work together to create a customized plan to help you reach your goals.

I am also an independent financial professional. Therefore I am not governed by or bound by any directives dictated by a larger corporation, nor am I biased toward any particular company or carrier. Therefore, I have the flexibility and freedom to explore plans, strategies and opportunities that are in the best interest of you, my client.

Let’s get started!

– Joshiwa Graham

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
with an advisor
$ 1

* Based on a 25 Year Investment

How I can Help?

Ready To Get Started?

Get started with our team in 3 simple steps!

Step 1:

Schedule A Consultation

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

Step 2:

Have A Conversation

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

Step 3:

get Back To Your Life

After our meeting I’ll come up with a comprehensive financial plan to meet your needs and budget.

Market Update

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


6710 Professional Parkway West #305 Sarasota, Florida 34240

Fort Myers

9160 Forum Corporate Pkwy #350
Ft. Myers, Florida 33905


4851 Tamiami Trail N. #200
Naples, Florida 34103

(941) 258-1776


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