Dave Ramsey is one of the most trusted names in personal finance. Through his radio show, podcast, conferences, books, and his Financial Peace University, Dave has been a leader in helping people get on their financial feet, pay off debt, and build wealth. As a result, Dave often has people asking who to trust with financial matters like insurance, real estate, and investments. From these questions, The Dave Ramsey SmartVestor programs were born.

Not just anyone can be a SmartVestor Pro. Pros must pass a vetting process and follow their code of conduct. Pros align with Dave on his personal finance philosophy and investment strategy.

SmartVestor Pros have a client-first mentality.

They treat you like a teammate, not a transaction. When you’re ready, SmartVestor Pros will commit to educating and empowering you.

As a SmartVestor Pro office, we can assist you in building a plan to work toward reaching your long-term financial goals.