Ramsey Smartvestor

Encouraging you with the heart of a teacher.

What is a Dave Ramsey SmartVestor Pro and why are we a Smartvestor Pro?

The SmartVestor program is a directory of investing professionals who engage regularly with the Ramsey solutions team and share some of their essential values. Like Dave Ramsey, SmartVestor Pros believe that eliminating debt and investing for the long term is the ideal way to build wealth.

Qualified Experience

Smartvestor Pros have at least two years of full-time experience as a registered investing professional and have been vetted against other investment professionals.

Ramsey Values

SmartVestor Pros won’t look at you funny for saving and getting out of debt before investing, and are focused on you and your financial goals.

Long-term Focus

– Smartvestor Pros teach and guide, and agree to the Ramsey Code of Conduct, to help you invest for the long-term and strive to build wealth…so you can change your family tree.

The SmartVestor Pro program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor Pro are affiliates of Triumvirate Financial Services or LPL Financial.