What are SmartVestor Pros?
SmartVestor Pros are part of Dave Ramsey’s SmartVestor Program, which connects individuals and families with financial advisors and investment professionals who are familiar with Ramsey’s principles and approach to money management. SmartVestor Pros are vetted for participation in the program and are expected to lead with the heart of a teacher, value serving over selling, and focus on delivering a client-centered experience.
Why SmartVestor?
The SmartVestor Program is a nationwide network of financial advisors and investment professionals who are part of Ramsey Solutions’ SmartVestor Program and are committed to leading with the heart of a teacher.
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Whitaker-Myers Wealth Managers
Servicing SmartVestor Pro Market Locations
Ohio
Akron
Canton
Cincinnati
Cleveland
Columbus
Dayton
Lima
Toledo
Youngstown
Florida
Daytona Beach
Fort Walton Beach
Gainesville
Jacksonville
Lakeland
Melbourne
Orlando
Pensacola
Spring Hill
Tallahassee
Tampa
Georgia
Savannah
North Carolina
Fayetteville
South Carolina
Charleston
Hilton Head
*SmartVestor™ is an advertising service for investing professionals. Advertising fees are not connected to any commission, portfolio, service product, or other service offered or rendered by any SmartVestor Pros. SmartVestor Prosare subject to an initial vetting by Ramsey Solutions, and they affirm a Code of Conduct. SmartVestor Pros are not employees or agents of Ramsey Solutions. Neither Ramsey Solutions nor its affiliates are engaged in rendering investing or other professional advice. Ramsey Solutions does not receive, control, access or monitor client funds, accounts, or portfolios. Ramsey Solutions does not warrant any services of SmartVestor Pros and makes no claim or promise of any result or success of retaining a SmartVestor Pro. Your use of SmartVestor, including the decision to retain the services of any SmartVestor Pro, is at your sole discretion and risk. Any services rendered by SmartVestor Pros you contact are solely that of the SmartVestor Pro.