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What is a SmartVestor Pro?

We participate in Ramsey Solutions SmartVester Pro program. As SmartVestor Pro’s we must adhere to a Code of Conduct and attend monthly accountability groups with the Ramsey team and other Smart Vestor Pro’s around the country.

Like Dave, we believe that eliminating debt and investing for the long term is the ideal way to build wealth and prepare for retirement. No account is too small to get started!

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Dave’s team finds qualified professionals near you.

Not just anyone can be a SmartVestor Pro. Dave’s team has vetted hundreds of investing professionals across the country to find you the very best. Each SmartVestor Pro must adhere to Dave’s Code of Conduct.
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The Benefits of Working with a SmartVestor Pro

When you work with a SmartVestor Pro, you can be confident that you are receiving the same level of financial advice that Dave Ramsey, himself, would give. There are numerous advantages to working with a SmartVestor Pro financial advisor, but the four most critical ones are:

High Standards

Every SmartVestor Pro is vetted by Dave Ramsey and a 45-person team to ensure that their philosophies, practices, and financial advice are aligned with Ramsey's teachings.

Experience

Asset Strategies has been working with Dave Ramsey for more than 19 years. We have earned our position as SmartVestor Pros because of our experience in the industry and our drive to help others.

A Client-First Approach

As SmartVestor Pros, we are more than just financial advisors. We believe in educating our clients to help them understand their finances and how to make their money work for them.

Accountability

Every SmartVestor Pro's performance is evaluated monthly by Dave Ramsey and his team. As a client, you will be able to grade the SmartVestor Pro you work with as part of that evaluation.

Dave Ramsey and His SmartVestor Pros Program

Dave’s team finds qualified professionals near you.

  • Not just anyone can be a SmartVestor Pro. Dave’s team has vetted hundreds of investing professionals across the country to find you the very best. Each SmartVestor Pro must adhere to Dave’s Code of Conduct.
  • SmartVestor Pros have a client-first mentality.
  • The SmartVestor program is complimentary to use.
  • SmartVestor Pros focus on the long term.
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  • 9765 Randall Dr. Suite A
    Carmel, IN 46280

Brad Clark, Bruce Maginn, and John Rafferty are investment advisory representatives of and provide advisory services through CoreCap Advisors, LLC., a registered investment advisory firm. Bruce Maginn and John Rafferty are registered representatives of and conduct securities transactions through CoreCap Investments, LLC., a registered broker dealer, Member FINRA/SIPC. Solomon Financial is a separate entity and not affiliated with Dave Ramsey, SmartVestor, CoreCap Investments, or CoreCap Advisors. Solomon Financial and CoreCap are separate and unaffiliated entities.

The content of this website is developed from sources believed to be accurate and complete; however, no guarantee can or is given for such accuracy or completeness. Nor is the information in this material intended as tax or legal advice. Please consult your own legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale, or the solicitation of such an offer, of any security, insurance product, or annuity in any jurisdiction in which the persons represented on this site are not appropriate licensed, registered, appointed, or otherwise qualified by law and regulation to make or solicit such purchases and sales. This material is not intended to be an offer to purchase or sell securities or a solicitation of such offers in any jurisdiction in which the individuals and companies discussed herein are not appropriately licensed, registered and/or qualified to make or solicit such offers.

Neither Dave Ramsey, Ramsey Solutions nor the SmartVestor™ program are affiliated with CoreCap Investments, LLC or CoreCap Advisors, LLC and are not sponsored or endorsed by CoreCap Investments, CoreCap Advisors. Working with an investment professional that is part of the Dave Ramsey SmartVestor™ advertising service cannot guarantee investment success or that you will achieve your financial goals. There can be no assurance that working with a SmartVestor™ will produce better outcomes than working with an advisor not participating in the SmartVestor™ program. Investment professionals participating in the SmartVestor™ program pay advertising fees to have their name and information disseminated to the investing public.

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