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What Does it Mean to Be a SmartVestor Advisor for Dave Ramsey?

What Does it Mean to Be a SmartVestor Advisor for Dave Ramsey?

| August 15, 2022
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I am happy to share that I now participate in the Dave Ramsey SmartVestor Program! As someone who has long followed the values and philosophy set forth by Dave Ramsey, I am excited to be part of his program as a SmartVestor Pro. As you likely have questions about what this means for you and what this entails, I thought I’d share some more details.

What Is the Dave Ramsey Philosophy?

Dave Ramsey has committed his career to help people pay off their debt, build an emergency fund, and invest according to their needs and risk tolerance. Ultimately, the goal is to live a debt-free life and to feel confident about your future and retirement. 

Why Did Dave Create the SmartVestor Program?

The Dave Ramsey SmartVestor program is a network of endorsed professionals who are held accountable by members of Dave’s team and customer reviews. In today’s world, it has become increasingly complicated to find honest and competent investment advisors. There are too many unfulfilled promises. Dave wanted his fans and others to be able to find an accomplished professional they can trust—a professional who gives the same helpful advice that Dave provides on his show.

What Does it Mean to Be a SmartVestor Pro?

To become part of this program, the advisor needs to share the same philosophy as Dave. He believes that SmartVestor advisors need to be forthright and honest and share a similar investment attitude. The screening process to become part of this program is also very meticulous and ongoing requirements have to be maintained. They ensure SmartVestor participants have the heart of a teacher and that they truly enjoy helping clients pursue their financial goals.

As part of the Dave Ramsey SmartVestor Program, I adhere to Dave’s investment philosophy and seek to act as a trusted professional that can help clients work toward financial success. In working with clients, I aim to provide a skillful execution of fiduciary responsibilities to ensure they feel comfortable and confident with their investment strategy.

Like Dave, I 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.

My Role As a Dave Ramsey SmartVestor

As a SmartVestor advisor, I have exhibited dedication to upholding three central tenets:

  1. I agree to the SmartVestor Code of Conduct. I believe everyone deserves access to solid, professional investing guidance. I have earned my position as a SmartVestor Pro because of my experience in the industry and my drive to help others.
  2. I participate in ongoing coaching. I also participate in ongoing coaching with the SmartVestor program to maintain the highest standards of customer service. I have the heart of a teacher, not the attitude of a salesman. I’m someone you can feel comfortable talking to and someone you can trust. We’ll work together to create a plan to help you reach your goals.
  3. I care about your future. I’m more than a “financial planner”—I’m someone with whom you can share your dreams. I fit your investments to your life, help you understand what you’re investing in and why, and encourage you to stick with your long-term goals.

I was selected as a SmartVestor Pro because I’m committed to helping people work toward their long-term investing goals. I take the time to listen to my clients’ needs and design strategies that aim to help them save money and reduce debt. I seek to fit their investments into their life, consider tax implications, inform them about changes in legislation, and educate them so they’ll understand their investments.

Working With a SmartVestor Pro

As a SmartVestor Pro, I am committed to educating and empowering you. I don’t just offer a single company’s investment choices; I can shop around to help you pursue your goals. Visit www.daveramsey.com/smartvestor to learn more about the Dave Ramsey SmartVestor program. 

I’d also be happy to meet with you to talk about my participation in this program and how my investment philosophy may be able to help you pursue your goals of eliminating debt, investing for growth, and feeling confident about your future retirement. To contact me, call 352-207-8014 or schedule a complimentary phone call using our online calendar.

Check out our online risk assessment tool to discover your risk number: Free Portfolio Risk Analysis.

About Chris

Chris Reed is a financial advisor and the founder of Match Point Financial. Since 2002, he has been helping people make informed choices with their money and pursue their financial goals and objectives. He started his career with MetLife and has continued seeking to provide his clients with the best possible service through A.G. Edwards, UBS, and, finally, through partnering with Cetera Advisors LLC and forming his own independent firm in 2010. Learn more about Chris by connecting with him on LinkedIn or register for his recent webinar: Are Your Old 401(k)s Collecting Dust and Losing You Money?

Financial Advisor: Securities and advisory services offered through Cetera Advisors LLC, member FINRA/ SIPC, a broker/dealer and a Registered Investment Advisor. Cetera is under separate ownership from any other named entity.

Working with an advisor that is part of the SmartVestor network cannot guarantee investment success or that financial goals will be achieved.  There can be no assurance that working with a Dave Ramsey SmartVestor Pro (SVP) will produce or achieve better results than working with an advisor not affiliated with the SmartVestor program.  Advisors that participate in this program pay a fee to belong to the program for client leads that are provided.  Dave Ramsey and the SmartVestor program is not affiliated with or endorsed by Cetera Advisors LLC.

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