SmartVestor is the program we created to help folks find investment professionals who serve their area.
SmartVestor Pros can help you with things like:
- Creating a plan to help you reach your retirement or other financial goals
- Determining which investment vehicles are right for you
- Discovering how to make the most of your investments (and be the voice of reason that calms your nerves when the going gets rough)
Becoming a SmartVestor Pro is no easy task! Pros who join our program 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.
They are required to have a minimum of two years of full-time experience as a registered investment professional and work for an investment advisor firm or broker-dealer firm. SmartVestor Pros must also be in good standing with FINRA (the Financial Industry Regulatory Authority) and the SEC (U.S. Securities and Exchange Commission).
We always recommend interviewing several professionals to decide who will be the best fit for you and your situation. When you input your zip code on our website, you will receive a list of SmartVestor Pros who serve your area.
If you have additional questions about SmartVestor, here are some additional articles from our team:
How to Start Investing: A Beginner's Guide
How do I choose my SmartVestor Pro?
Still have questions? You can reach out to our team at any time to learn more as we would love to hear from you!