The SmartVestor program was created to help folks find investment professionals who serve their area.
SmartVestor Pros can assist with things like:
- Creating a plan to help you reach your retirement goals
- Determining which investment vehicles are right for you
- Discovering how to make the most of your investments
SmartVestor Pros are familiar with Ramsey's Investment Philosophy and are committed to upholding our high standards of customer service. We want working with a pro to feel like an extension of our team.
A minimum of two (2) years of full-time experience as a registered investment professional with an investment advisor (RIA) firm or broker-dealer (BD) is required. SmartVestor Pros must also be in good standing with FINRA (Financial Industry Regulatory Authority) and the SEC (U.S. Securities and Exchange Commission).
We recommend interviewing several pros to decide who will be the best fit for your unique situation. When you input your zip code on our website, you will receive a list of up to five (5) SmartVestor Pros who serve your area.
Feel free to reach out to our team at any time to learn more, as we would love to hear from you!