How a SmartVestor Pro Can Help With Your Goals

They listen to what matters to you.

Your goals for the future. Where you are in your financial journey. The questions you have. All of that matters to your SmartVestor Pro and helps them know how to guide you.

They teach you about your options.

SmartVestor Pros can help you understand investing options like mutual funds, IRAs, 401(k)s and 529 college savings accounts. They can help with other wealth planning services too.

They serve while keeping you in charge.

While they can invest your money and help manage your financial plans, SmartVestor Pros don’t intimidate. They know it’s your money and put your goals first.

More about Dave Ramsey and the SmartVestor Pro program

Dave Ramsey is one of America’s most popular voices on money and business. He is a financial author of seven best-selling books, and the creator of Financial Peace, a program that helps people dump their debt, get control of their money, and learn new behaviors around money that are founded on commitment and accountability.

The SmartVestor Pro Program

The SmartVestor Pro program is a network of professionals who are held accountable by members of Dave’s team and client experience reviews. The SmartVestor Pro program offers followers of Dave to connect with a local professional who can provide the education and investment opportunities to help you reach your goals.

What They Can Do

SmartVestor connects you with financial advisors and other investing professionals who can help you with these services and more:

Financial Planning

Investment Advice

Retirement Plans

College Savings Plans

Portfolio Diversity

Estate Planning

Disclaimer

Justin Farris and advisors of Farris Capital Management are not employed by Dave Ramsey and his organization, nor do they specify what strategies we can recommend to clients. Dave Ramsey and the Dave Ramsey SmartVestor Pro program are not affiliated with any registered investment advisor. SmartVestor™ is an advertising service for investing professionals. Advertising fees are not connected to any commission, portfolio, service, product, or other service offered or rendered by any SmartVestor Pros. SmartVestor Pros are subject to initial vetting by Ramsey Solutions, and they affirm a Code of Conduct. SmartVestor Pros are not employees or agents of Ramsey Solutions. Neither Ramsey Solutions nor its affiliates are engaged in rendering investing or other professional advice. Ramsey Solutions does not receive, control, access, or monitor client funds, accounts, or portfolios. Ramsey Solutions does not warrant any services of SmartVestor Pros and makes no claim or promise of any result or success of retaining a SmartVestor Pro. Your use of SmartVestor, including the decision to retain the services of any SmartVestor Pro, is at your sole discretion and risk. Any services rendered by SmartVestor Pros you contact are solely that of the SmartVestor Pro. Working with a SmartVestor Pro does not guarantee investment success, and no assurance can be made that working with a SmartVestor Pro will produce better results than working with a financial professional not affiliated with the program. Financial professionals pay a fee to be a SmartVestor Pro.