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

Image of a swash
Icon of a document with an icon of a pro on it

The Pro You Choose

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

An icon of shaking hands

The Ramsey Customer Success Team

So you can get support from real, live people.

Image of document with an award on it

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

Illustration of three investing professionals

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

Step 1 of 2

All fields are required.

Please check "I'm not a robot."

By clicking the "Next" button, you agree to share your information with pros in your area and to Ramsey Solutions' Terms of Use and Privacy Policy.

Safe. Secure. Trusted.

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. 

SmartVestor™ is an advertising service for investing professionals operated by The Lampo Group, LLC d/b/a Ramsey Solutions (RS). When you provide your contact information through the SmartVestor site, RS will introduce you to up to five investing professionals (“Pros”) that are in your geographic area. It is up to you to interview the Pros and decide whether you want to hire them. If you decide to hire a Pro, you will enter in an agreement directly with that Pro to provide you with investment advisory services. The Pros sign a Code of Conduct under which they agree to certain general investment principles, such as eliminating debt and investing for the longer-term, that are consistent with Dave's philosophy, but RS does not monitor or control the investment advisory services the Pros provide.

The Pros have entered into an arrangement with RS under which they pay RS a flat monthly fee to advertise their services in the SmartVestor Program and receive contact information for prospective investment advisory clients. The fees paid by the SmartVestor Pros to RS are paid irrespective of whether you become a client of a Pro that advertises through SmartVestor, and are not passed along to you. However, the presence of these arrangements may affect a Pro’s willingness to negotiate below its standard investment advisory fees, and therefore may affect the overall fees paid by clients introduced by RS through SmartVestor. Please ask your Pro for more information about their fees.

RS is not affiliated with any Pros and neither RS nor any of its representatives are authorized to provide investment advice on behalf of a Pro or to act for or bind a Pro. No investment advisory agreement with a Pro will become effective until accepted by such Pro.

Neither Ramsey Solutions nor its affiliates are engaged in providing investment advice. Ramsey Solutions does not receive, control, access or monitor client funds, accounts, or portfolios. Ramsey Solutions does not warrant any services of any SmartVestor Pro 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. The contact links provided connect to third-party sites. Ramsey Solutions and its affiliates are not responsible for the accuracy or reliability of any information contained on third-party websites.