Broker Check

SmartVestor Pros  are financial advisors who follow Dave Ramsey’s teachings. They have been carefully selected through an interview process to be a part of the SmartVestor program. Ramsey launched the SmartVestor program to help individuals and families find qualified SmartVestor Pro investing professionals who could help them prepare for retirement. 

Like Dave Ramsey, SmartVestor Pros believe:

  • That long-term financial success significantly depends on the client being educated and understanding their personal finances, investments, and overall financial plan.
  • That eliminating debt and investing for the long term is the ideal way to build wealth and prepare for retirement. 
  • That responsive client service is vital. They are committed to working with all clients regardless of account size, preferences, or background.
  • That clients should not exclusively be sold proprietary products.

In addition, SmartVestor Pros agree to a code of conduct based on the notion  that everyone deserves access to solid, professional investing guidance.  They work with you to  create a plan to help you reach your goals. Finally, they are more than just “financial planners”—a SmartVestor Pro is someone you can relate to and share your dreams with. They 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.

 **The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are
affiliates of Integrated Financial Partners or LPL Financial.