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 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.
Let’s find the best financial advisor or investment professional for you.
At the end of the day, we want you to connect with someone who best fits your needs. Only you can decide who’s best, which is why we offer a variety of financial advisors and investment professionals. Fill out the form below, and we’ll show you up to five SmartVestor Pros in your area that you can choose from.
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.