How does SmartVestor work?
Complete the form to see up to five SmartVestor Pros.
We’ll send your contact information to our vetted investing professionals.
Your SmartVestor Pros will contact you within 24 hours.
We’ll give you their information too so you can contact or research them.
Interview your SmartVestor Pros and choose who you like best.
We’ll email you our interview guide to help you decide.
We find qualified professionals near you.
Not just anyone can be a SmartVestor Pro. We’ve vetted hundreds of investing professionals across the country. Each SmartVestor Pro must adhere to our Code of Conduct.
SmartVestor is free to use.
Our SmartVestor Pros pay an advertising fee to be a part of the program, making the service free for you to use.
SmartVestor Pros have a client-first mentality.
SmartVestor Pros are committed to educating and empowering you. They don’t just offer a single company’s investment choices; they can shop around to help you reach your goals.
SmartVestor Pros focus on the long term.
Like Dave, SmartVestor Pros believe that eliminating debt and investing for the long term is the ideal way to build wealth and prepare for retirement. No account is too small to get started.
Contact UsHave a question or feedback about your SmartVestor experience? Please let us know.
Become a SmartVestor ProAre you a registered investing professional interested in joining our SmartVestor program?