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SmartVestor Pro

Kit Leary and Clay Able are Dave Ramsey SmartVestor Pro , which is recommended by Dave Ramsey and the Ramsey Solutions organization to help you connect with investing professionals for help with retirement, college savings and other investments. This means that, like Dave, we are committed to providing simple, common sense education and empowerment, seeking to give hope to everyone, regardless of their age or income.

We provide an easy-to-understand and ethical approach for solving the investing and financial planning challenges of today's marketplace.We strive to learn and understand individual and business financial information, build and maintain long-lasting relationships, and provide quality guidance, service, and products to help work towards financial independence.

What is a SmartVestor Pro?

The Dave Ramsey SmartVestor Pro system is a network of professionals who have been personally chosen by Dave's team. The criteria is based on integrity, professionalism, experience, and we are held accountable by members of Dave’s team and customer reviews. In today’s world, it has become increasingly complicated to find trustworthy and competent investment advisors. Dave wanted individuals to be able to find an experienced financial professional they can trust – a professional who gives the same helpful advice and believes in the financial principles that Dave provides and teaches on his show.


Why use Dave's SmartVestor Pro?

SmartVestor Pros need to be forthright, honest, and share a similar investment attitude to Dave’s. As a result, the screening process to become one is also very meticulous and ongoing requirements have to be maintained. This program ensures SmartVestor Pros have the heart of a teacher and that they truly enjoy helping clients pursue their financial goals. Dave's team works closely with them to make sure they provide high standards of customer service and act with the heart of a teacher.

The SmartVestor program is a directory of investment professionals.

Neither Dave Ramsey nor SmartVestor are affiliates of Lighthouse Wealth Advisors of Charleston, LLC or LPL.

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