SmartVestor

Looking for a Financial Advisor?

Get connected to a network of financial advisors, financial planners, wealth advisors and other investment professionals with SmartVestor.

What exactly is a financial advisor?

Simply put, a financial advisor is an umbrella term that describes financial professionals who can help you with all forms of financial planning, from budgeting to saving for retirement. Financial advisors can include CFPs (certified financial planners), registered investment advisors, personal financial specialists, CPAs (certified public accountants) and others.

What exactly is a financial advisor?

Simply put, a financial advisor is an umbrella term that describes financial professionals who can help you with all forms of financial planning, from budgeting to saving for retirement. Financial advisors can include CFPs (certified financial planners), registered investment advisors, personal financial specialists, CPAs (certified public accountants) and others.

So What is SmartVestor?

SmartVestor Pros Do That?
You Betcha.

SmartVestor is a free service that helps you find financial advisors and investment professionals in your area. We call them SmartVestor Pros. We carefully screen our professionals beforehand to make sure they’re committed to educating and empowering you.

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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

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.