SmartVestor Pro
The advantage of a SmartVestor PRO

SmartVestor Pros are investing professionals who have been carefully vetted and are held to a higher standard.

If you found your way here through the SmartVestor program, you're likely a Dave Ramsey fan - so are we! If that name doesn't sound familiar to you, he can be summed up as an American radio show host, author and businessman who focuses on personal money-management and financial success (if you still need to know more, check out Dave Ramsey's story.)

SmartVestor Pros are vetted investing professionals who support Dave Ramsey's investing philosophy and even adhere to a Code of Conduct, ensuring top-notch, client-first service.

We know the Dave Ramsey approach in and out. His ideas regarding money align with many of our fundamental approaches to investing like aligning spending with investing goals.

SmartVestor Pro's have the Heart of a Teacher

Being a SmartVestor Pro means having the heart of a teacher, not the attitude of a salesman. That means we are committed to helping you understand what you're investing and why. We provide clear, honest, and simple recommendations designed to guide informed decision making.

See what Dave Ramsey means by "Heart of a teacher"

Keeping in line with Dave Ramsey's financial ideologies, you can expect a SmartVestor Pro to:

  • Maintain your financial success and best interests at the forefront of service.
    Similar to our oath as a "Best Interest Advisor", a SmartVestor Pro's main goal is to get to know their clients, identify their goals, and provide them a path that has their best interest at heart.
  • Keep you steady, even when the market isn't.
    SmartVestor Pros know that investing is a long-term game, not an easy quick-win. They also understand and have experience navigating the ups and downs of market fluctuations, which equips them to personally guide you through those obstacles.
  • Stay on track and stick to a plan.
    The surest way to reach your goals is to have a plan and stick to it - that's where a SmartVestor Pro comes in. They will work with you to develop a plan that is in your best interest and help you stay on track to build wealth and achieve your goals.
  • Make sure your funds are rebalanced and diversified.
    As investing professionals vetted by Dave Ramsey's team, SmartVestor Pros understand the importance of routinely rebalancing your portfolio. They will assist you in identifying the appropriate time to move investments and when it's better to keep them put.

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