Broker Check

You Get a Whole Team With SmartVestor

We coach our SmartVestor Pros regularly so they’re able to serve you well. ALWAYS.

What can a SmartVestor Pro help me with?

A SmartVestor Pro will show you how to make the most of your investments and help you create a plan to reach your retirement goals. And when the going gets rough—think stock market swings—they’ll be the voice of reason that calms your nerves.

Are SmartVestor Pros financial advisors?

All of our Pros are investing professionals, but not all are financial advisors (many are). The difference? An investing professional focuses solely on helping you invest, whereas a financial advisor helps you with all types of financial planning, not just investing.

*The SmartVestor program is a directory of investment professionals.  Neither Dave Ramsey nor SmartVestor are affiliates of Carro Wealth or LPL Financial.

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