SmartPro’s Mission Statement: We create a simple map for your financial journey that encourages you to leave normal behind and guides you to the future you are hoping for.
SmartPro’s founders serve on Dave’s exclusive Advisory Council, a small group of select SmartVestor Pros. Through ongoing communication and annual meetings in Nashville, the Advisory Council helps Dave and his team direct SmartVestor Pros and develop best practices for serving Dave’s listeners.
Our SmartVestor Pros don’t just pay lip service to Dave Ramsey’s principles – we really believe them. Our pros are Dave Ramsey listeners that started their path as SmartVestor clients like yourself, and developed a passion for the transformative effect that taking control of finances has on a family’s legacy. Because our Pros have been in your shoes, you can 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!
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.
Although we are all independent, we rely on each other to develop our skill sets and keep pace in our constantly changing industry. We are always sharing innovative solutions, new products and industry knowledge with each other. No one can be an expert at everything, but because our pros regularly collaborate, we have the tools to help everyone, regardless of how unique their individual situations are.