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Ramsey SmartVestor


Invest In Your Future with a SmartVestor Pro

Dave Ramsey, author of New York Times best-selling books and host of the nationally syndicated The Ramsey Show, has helped thousands of families become debt-free through his financial literacy programs. 

As part of his mission, Ramsey created the SmartVestor Pro program to connect people with local investment professionals to get credible investment advice. Every SmartVestor Pro is vetted by the Ramsey team to make sure they share the same principles, provide excellent service, and has the heart of a teacher.

The Benefits of Working with a SmartVestor Pro

High Standards

The Ramsey team ensures that our principles, ethics and financial advice are aligned with Ramsey’s philosophies so you’re getting the same quality advice that Dave would give.

Experience

As SmartVestor Pros, we have years of experience in the financial industry, committed to continuing education and have the drive to help others.

Client-First Approach

Similar to Dave’s heart of a teacher approach, we believe in educating our clients to help them make informed decisions about their financial needs and goals.

Daniel Cape is involved with this referral service, please contact him directly if you have any questions.

SmartVestor is an advertising and referral service for investing professionals (“SmartVestor Pros”) operated by The Lampo Group, LLC d/b/a Ramsey Solutions (“Ramsey Solutions”). Pursuant to an arrangement between Ramsey Solutions, Raymond James Financial Services Advisors, Inc. (“RJFSA”) and your advisor, your advisor pays Ramsey Solutions a flat monthly fee to: (a) be a SmartVestor Pro, (b) advertise services through the SmartVestor website, and (c) receive client referrals in the form of an initial introduction to interested consumers who are located in your advisor's Pros geographic region. Ramsey Solutions is not a current client of Raymond James, and therefore this is an endorsement under the Advisers Act. RJFSA and its affiliates (collectively, “Raymond James”) do not endorse and are not affiliated with Ramsey Solutions, except with respect to the arrangement described above, and neither Ramsey Solutions nor its agents are officers or employees of Raymond James. Further, neither Ramsey Solutions nor its agents are authorized to provide investment advice or act in any way on behalf of Raymond James, except in connection with providing your contact information to your advisor.

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Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

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