What makes SmartPro different?

Ready to start investing? We’re here to help you open, fund, and manage your account—no minimum required! Unlike many advisors, we welcome all account sizes and are excited to guide you toward your retirement goals.

Following Dave Ramsey’s investment philosophy, our SmartPro Strategies are designed for you to understand & to feel confident in your portfolio.

We take a disciplined approach to selecting investments and building world-class portfolios, while staying true to our principles. Our team actively manages these strategies, seeking opportunities and making adjustments as needed.

At our core, we believe the best financial advisors love people first and finance second. Skill matters, but heart matters more. In a world where confusion often replaces clarity, and hope feels out of reach, we step in as steady, trusted teachers. We don’t chase trends or quick wins. We focus on proven strategies, long-term thinking, and genuine relationships. Our mission is to restore confidence, build hope, and help people believe that financial freedom is not only possible – it’s within reach.

Our Pros don’t just pay lip service to Dave Ramsey’s principles – we really believe them.

Many of our team members began as Ramsey fans, turned into clients, saw the life changing impact it would have on their family’s legacy, and became advisors. Having been in your shoes, trust them to understand what you need, teach you what you don’t know, and give you the same advice you would hear if you called Dave himself!

Many SmartPro advisors are part of the National SmartVestor program, serving areas with limited local SmartVestor Pros.

Clients often choose a National provider for greater privacy and the convenience of virtual meetings.

We value independence and never want to be forced to recommend a proprietary product or service. That’s why we have partnered with Cambridge Investment Research, Inc., an independent Broker/Dealer and Registered Investment Advisor headquartered in Iowa. Through our partnership with Cambridge, we have the freedom and independence to offer you the products that we determine make the most sense for your situation.

Our Pros offer a range of services to meet your needs. Our flexible investment options include Fiduciary-style managed accounts, commission-only products, and comprehensive financial planning. We can also assist you with your term life, disability and long term care insurance needs.

Though we are independent, we continuously collaborate to stay ahead in our evolving industry.

Our Pros share innovative solutions, new products, and insights, ensuring that no one has to be an expert in everything. This teamwork allows us to help clients with any unique situation