SmartVestor

If This Guy Trusts Them, So Can You 

SmartVestor is your connection to Ramsey-level financial advising.

SmartVestor

If This Guy Trusts Them, So Can You 

SmartVestor is your connection to Ramsey-level financial advising.

Advisors across all 50 states
20+ years selecting trustworthy pros
200,000 connections made this year
Yeah SmartVestor Pros handle IRAs, Roth, 401(k), Coaching, Mutual Funds, and Portfolio Diversification

But These Money Pros Are Different

These aren’t just suits with a few letters after their names.
These are Ramsey-style pros. 

SmartVestor Pros Teach

You’ll understand your money plan.

SmartVestor Pros Communicate

You’ll know your investment is getting attention.

SmartVestor Pros Know

You won’t have to explain the Baby Steps. 

It’s Free to Find SmartVestor Pros Who Serve Your Area

A Snapshot of SmartVestor Standards

Our SmartVestor Pros

  • Pass through multi-layered vetting with flying colors
  • Have at least two years of experience and a rock-star track record
  • Agree to our Code of Conduct

And we don’t just stamp “approved” and cut ‘em loose. We coach our SmartVestor Pros regularly so they’re able to serve you well. ALWAYS.

You Get a Whole Team With SmartVestor

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The Pro You Choose

So you can find the right fit, we’ll put you in touch with up to five pros.

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The Ramsey Customer Success Team

So you can get support from real, live people.

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SmartVestor Coaches

So we know you’re getting the service you expect from your Pro.

And it's free for you to get connected. Like, no dollars

Find Your SmartVestor Pros

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Instantly see up to five Pros. 
It's fast, easy and free.

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Where you can find your disclosures.

Real quick—the Pro’s profile contains disclosures about their company (ADV Part 2A) and how we work with them (Solicitor Disclosure). The SEC wants you to confirm that you know where to find the disclosures and that we can send you an email with the details. Also, this may seem like a “duh” moment, but we gotta say it—any costs from accessing this info, like internet fees, phone charges or printing costs, are on you.

Disclosure location

FAQ

SmartVestor is a free service that connects you with investing professionals in your area. 

Nothing, zilch, nada. SmartVestor connects you for free.  

Our SmartVestor Pros will contact you within 24 hours to introduce themselves and help set up an appointment for you to interview them. Then, you can simply select the Pro you want to work with. 

To make it easy, we’ll send you a list of questions you can ask during your first interview. In general, you’ll ask them about their investing philosophy, how they get paid, and how often they communicate with their clients. Above all, if something doesn’t feel right, keep looking.

A SmartVestor Pro will show you how to make the most of your investments and help you create a plan to reach your retirement goals. And when the going gets rough—think stock market swings—they’ll be the voice of reason that calms your nerves. 

We recommend you start investing after you’re out of debt and after you’ve saved 3–6 months of expenses in an emergency fund.

All of our Pros are investing professionals, but not all are financial advisors (many are). The difference? An investing professional focuses solely on helping you invest, whereas a financial advisor helps you with all types of financial planning, not just investing. 

RamseyTrusted is our seal of approval in the marketplace—a symbol fans can look for to find service providers our team endorses. And sure, our providers are sharp folks, but industry know-how isn’t what gets them the RamseyTrusted shield. They have to earn our trust by meeting Ramsey’s high standards of excellent customer service before we ever allow them to work with our fans. And speaking of trust – you should understand that we get paid to promote the services of our providers and refer clients to them.  Click here for more information about our compensation and conflicts of interest.