Why Use a SmartVestor Pro?

SmartVestor Pros provide a refreshing twist on financial planning.

With a SmartVestor Pro, you know for sure you’re getting the same type of advice Dave Ramsey would give. They have the heart of a teacher, not the attitude of a salesman. They're also more than just a "financial planner", they're someone you can relate to and share your dreams with.

SmartVestor Pros have a client-first mentality.

SmartVestor Pros will work with you to create a plan to help you work towards your goals. Our firm is independent, so our loyalty belongs exclusively to our clients -- not to a parent company.

SmartVestor Pros care about your future.

Like Dave, SmartVestor Pros believe that eliminating debt and investing for the long term is the ideal way to build wealth and prepare for retirement. They will fit your investments to your life, help you understand what you’re investing in and why, and encourage you to stick with your long-term goals.

Call today to schedule an appointment! 

Dave Ramsey’s SmartVestor Pro is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of LPL Financial.