Welcome SmartVestor

Hey there, Dave Ramsey fan! We appreciate the time and resources you are putting into finding a qualified SmartVestor Pro. It can be emotionally tolling to find someone you trust with something as important as your finances. We’d love to answer all your questions. Here’s a few fast facts about us (or you can skip this and contact your local SmartVestor Pro office right now):


oneWe are big Dave Ramsey fans, and we’ve assisted other Dave Ramsey fans in building financial plans since 2002 – that’s over a decade of experience!


twoWhy do we do what we do? Besides the fact that we love it, we do it because our goal is to improve financial lives so you can focus on things that are most important to you – personally, professionally, and spiritually.


three“Always do what is right for the client” remains the heart of our core values. Even from our humble beginnings we took the approach that as long as we do what is right for you, your relationship with us will continue and word will spread. We’ve been giving financial advice for over a decade now, and manage over $2billion in assets.


fourWe believe in constantly improving ourselves and those around us. We are always learning and continuing our education. We keep a pulse on what is new in our industry and how we can better serve you.

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With offices located across the country, our advisors have been approved as SmartVestor Pros in each of their local areas. You can see each of our advisors on our Teams page. Don’t have the time? Get matched with a SmartVestor Pro below!



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