Find Qualified Investing Professionals Near You

For help with your retirement, college savings or other investments, talk with a SmartVestor Pro.

How does SmartVestor work?

  1. Complete the form to see up to five SmartVestor Pros.

    We’ll send your contact information to our vetted investing professionals.

  2. Your SmartVestor Pros will contact you within 24 hours.

    We’ll give you their information too so you can contact or research them.

  3. Interview your SmartVestor Pros and choose who you like best.

    We’ll email you our interview guide to help you decide.

Find Your SmartVestor Pros

It’s fast, easy, and free.

All fields are required.

About SmartVestor

  • 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 Us

    Have a question or feedback about your SmartVestor experience? Please let us know.
  • Become a SmartVestor Pro

    If you’re an investing professional, apply here to join the SmartVestor Pro network.
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. The contact links provided connect to third-party sites. Ramsey Solutions and its affiliates are not responsible for the accuracy or reliability of any information contained on third-party web sites.