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SmartVestor Pro

What Is the SmartVestor Program?


Dave has created a network of professionals throughout the country called SmartVestor Pros that he regularly refers his radio listeners to. As a SmartVestor, an advisor is equipped with the information and tools needed to help you manage your debt; aim to save for emergencies; and plan, invest and pursue a future of wealth and generosity. With a SmartVestor, you know that you’re getting an advisor who shares the same beliefs as Dave. You can trust SmartVestor Pros because Dave has a 20-person team that works with every SmartVestor Pro to make sure they give you great service. You can feel comfortable talking with a SmartVestor Pro because each and every one of them has the heart of a teacher. Chad White has been thoroughly vetted and selected by the Dave Ramsey team to be a SmartVestor Professional.

Every SmartVestor Pro is evaluated monthly to make sure you get exceptional service. Also, you have a chance to grade the SmartVestor Pro you used based on your personal experience through a survey provided by Dave Ramsey. The SmartVestor program is designed with the goal to help you make money and save money, and move you toward reaching your goals.

The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Safe Harbor Wealth Management or LPL Financial.