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SmartVestor Pro

What Is SmartVestor PRO?A Standard Of CareYou Can Count On

What Is SmartVestor PRO?A Standard Of Care
You Can Count On

SmartVestor Pros are part of Dave Ramsey’s SmartVestor Program, which connects individuals and families with financial advisors and investment professionals who are familiar with Ramsey’s principles and approach to money management.

SmartVestor Pros are vetted for participation in the program and are expected to lead with the heart of a teacher, value serving over selling, and focus on delivering a client-centered experience.

What It Means For YouWhy SmartVestor Pro
Matters To Your Future

IA Vetted Advisor

IIEducation-First Approach

IIICommunity Accountability

Our Commitment
Why Rick Joined The SmartVestor Network


We have the heart of a teacher. Every client deserves to understand not just what their money is doing — but why.


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Contact UsStart With a Conversation

The simplest way to find out whether we are a good fit is to sit down and talk it through, with no obligation and no pressure to decide anything on the spot. Reach out whenever you are ready, and the pace from there is entirely yours to set.

Schedule a Free Consultation