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Why use a SmartVestor Pro?

If you regularly listen to Dave, you know he recommends working with a financial advisor when you start investing. But what’s the advantage of working with a financial advisor recommended by Dave?

  • Code of Conduct – After being vetted by Dave Ramsey’s team, a SmartVestor Pro must agree to SmartVestor Code of Conduct. 


  • A SmartVestor Pro is on your team.  When you first meet with a SmartVestor Pro, the number one priority is to get to know you and your goals for the future. Like you, we’re familiar with Dave’s Baby Steps and support his investing philosophy. We have your best interest at heart.


  • A SmartVestor Pro will help you stay steady even when the market isn’t.


Like Dave, we know that investing is a marathon, not a sprint. When you invest on your own, it’s easy to make emotional decisions to buy and sell depending on the market fluctuations. But we will help you keep a long-term perspective, no matter how the market is performing.


  • A SmartVestor Pro helps you stay on track to reach your financial goals. We understand what it means to “live like no one else so later you can live and give like no one else.” You can count on us to offer encouragement and guidance as you build wealth.  


  • A SmartVestor Pro knows how to keep your funds diversified. Some funds grow faster than others, which is why it’s important to regularly rebalance the funds in your portfolio like Dave recommends. We will help you know when it’s a good idea to switch investments and when you should stay in the game.


Dave knows all about investing, but even he uses a financial advisor!  So, whether you’re just starting to learn about investing or you’ve been doing it for decades, Dave encourages partnering with a SmartVestor Pro like Sweetwater Financial Advisors.


Call us today to start your wealth-building journey.

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