About the SmartVestor Program
If you tune in to The Ramsey Show and you need help with investing, you’re bound to hear Dave Ramsey and his team recommend SmartVestor. It’s a program they created to help people find a financial advisor. And not just any advisor can be in the program. To be a SmartVestor Pro, advisors go through an in-depth process to ensure they serve with Ramsey’s high standards of customer service and agree to their Code of Conduct.

How We Can Serve You as SmartVestor Pros
As SmartVestor Pros, we understand Ramsey’s 7 Baby Steps. And we’re committed to helping you invest in a way that’s aligned with your values and goals. We’ll sit shoulder to shoulder with you, helping you understand your investment choices and evaluate them based on cost, tax status, historical performance and more. And as your needs or the market changes, we’ll be here to guide you through it all.

Reach out today to get to know us better and learn more about how we can support your investing journey.

“Your decisions from today forward will affect not only your life, but also your entire legacy.” — Dave Ramsey

All SmartVestor Pros pay fees to participate in the SmartVestor program, which are not passed on to you.

SmartVestor is an advertising and referral service for investing professionals (“SmartVestor Pros”) operated by The Lampo Group, LLC d/b/a Ramsey Solutions (“Ramsey Solutions”). Pursuant to an arrangement between Ramsey Solutions, Raymond James Financial Services Advisors, Inc. (“RJFSA”) and your advisor, your advisor pays Ramsey Solutions a flat monthly fee to: (a) be a SmartVestor Pro, (b) advertise services through the SmartVestor website, and (c) receive client referrals in the form of an initial introduction to interested consumers who are located in your advisor’s Pros geographic region. Ramsey Solutions is not a current client of Raymond James, and therefore this is an endorsement under the Advisers Act. RJFSA and its affiliates (collectively, “Raymond James”) do not endorse and are not affiliated with Ramsey Solutions, except with respect to the arrangement described above, and neither Ramsey Solutions nor its agents are officers or employees of Raymond James. Further, neither Ramsey Solutions nor its agents are authorized to provide investment advice or act in any way on behalf of Raymond James, except in connection with providing your contact information to your advisor.

Investing involves risk and you may incur a profit or loss regardless of strategy selected.

Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.