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.
Working with an advisor that is part of the SmartVestor network cannot guarantee investment success or that financial goals will be achieved. There can be no assurance that working with a Dave Ramsey SmartVestor Pro (SVP) will produce or achieve better results than working with an advisor not affiliated with the SmartVestor program. Advisors that participate in this program pay a fee to belong to the program for client leads that are provided. Dave Ramsey and the Dave Ramsey SmartVestor program is not affiliated with Silver Oak Securities or Legacy Wealth Strategies and is not sponsored or endorsed by Silver Oak Securities nor Legacy Wealth Strategies