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SmartVestor | Dave Ramsey Solutions

What does it mean to be a SmartVestor Pro?

We agree to the SmartVestor Code of Conduct.

We believe everyone deserves access to solid, professional investing guidance. We have earned our positions as a SmartVestor Pro because of our experience in the industry and our drive to help others.

We provide a refreshing twist on financial planning.

We have the heart of a teacher, not the attitude of a salesman. We're advisors you can feel comfortable talking to and  trust. We’ll work to create a plan to help you reach your goals.

We care about your future.

We're more than “financial planners”—We are advisors you can relate to and share your dreams with. We fit your investments to your life, help you understand what you’re investing in and why, and encourage you to stick with your long-term goals.

Dave Ramsey and Damon Bates 

Dave Ramsey and Damon Bates 

Dave Ramsey and Jim Whatley 

Dave Ramsey and Jim Whatley 

SmartVestor™ is an advertising service for investing professionals. Advertising fees are not connected to any commission, portfolio, service, product, or other service offered or rendered by any SmartVestor Pros. SmartVestor Pros are subject to initial vetting by Ramsey Solutions, and they affirm a Code of Conduct. SmartVestor Pros are not employees or agents of Ramsey Solutions. Neither Ramsey Solutions nor its affiliates are engaged in rendering investing or other professional advice. Ramsey Solutions does not receive, control, access, or monitor client funds, accounts, or portfolios. Ramsey Solutions does not warrant any services of SmartVestor Pros 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. Raymond James Financial Services does not endorse and is not associated with Dave Ramsey or the SmartVestor program.