Why choose a Dave Ramsey SmartVestor?

I agree to the SmartVestor Code of Conduct.

I believe everyone deserves access to solid, professional investing guidance. I have earned my position as a SmartVestor Pro because of my experience in the industry and my drive to help others.

I provide a refreshing twist on financial planning.

I have the heart of a teacher, not the attitude of a salesman. I’m someone you can feel comfortable talking to and someone you can trust. We’ll work together to create a plan to help you reach your goals.

I care about your future.

I’m more than a “financial planner”—I’m someone you can relate to and share your dreams with. I fit your investments to your life, help you understand what you’re investing in and why, and encourage you to stick with your long-term goals.

Dave Ramsey ELP (Endorsed Local Provider)

ELPs earn Dave’s endorsement—they can’t buy it.

Being an ELP isn’t easy; it’s hard work because ELPs are held to a higher standard of excellence. While ELPs do pay a fee to cover website maintenance and employment costs, Dave’s endorsement is not bought—it’s earned. Dave Ramsey has a 45-person team that interviews potential ELPs several times and provides support to make sure your ELP provides the advice Dave would give. We also make sure that every ELP is someone you feel comfortable talking to and is a person you can trust.

On top of that, Dave Ramsey's team evaluates the performance of all ELPs every month to make sure they recommend you to the best agent possible. Also, every person who uses an ELP has a chance to grade them based on their personal experience through surveys we provide.

ELPs give great customer service and are easy to understand.

The Team makes sure each of their ELPs truly has the heart of a teacher, so you can trust your ELP to provide top-notch customer service. No one likes to be talked down or made to feel as if they don't matter. Our ELPs take pride in the fact that they treat each Dave fan like a friend.

Compass Financial Group is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities product or service. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser, tax professional, or attorney before implementing any strategy or recommendation discussed herein.

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