Connect With Local Pros You Can Trust

Industry experts. Top-notch customer service.

What Are You Looking For?

Our Endorsed Local Providers (ELP) program helps you find qualified pros in your area.

Find an Investing Professional

Work with a SmartVestor Pro to get a plan for your future.

Why Use an ELP? 

ELPs earn Dave’s endorsement through their track record of success and commitment to fantastic customer service.

Being an ELP isn’t easy; it’s hard work because our ELPs are held to high standards. While ELPs do pay a fee, they have earned Dave’s recommendation by consistently providing excellent customer service.

We want you to have a great experience working with our ELPs. That’s why we carefully vet each ELP in our program and hold them accountable through coaching from our team. You can be confident you’re working with the best when you partner with one of our ELPs to reach your goals.

Learn More About the ELP Program

Our ELP saved us $600 a year and quadrupled our coverage! We were floored!

Amy | Tennessee

Do you still have questions? Contact Us

Interested in Becoming an Endorsed Local Provider? Learn How to Apply