SmartVestor Pro

What Makes a SmartVestor Pro Different?

Agreeing to the SmartVestor Code of Conduct

Investing is important. One of the most difficult things about it is finding someone you can trust. SmartVestor provides a code of conduct which we follow at Third Coast Wealth Management to participate in the program and to be worthy of that trust every day.


Standards Reviews

A SmartVestor Pro is interviewed by Ramsey Solutions on an ongoing basis to insure the standards and code of conduct are met not just today but ongoing.


Faith Based

There should be evidence that your SmartVestor Pro has the knowledge of biblical principles that will help you be a better investor.


Focus on You

The SmartVestor Pro that you select should be focused on you and your needs because we want each investor getting the attention and care they deserve.


Open Architecture

Rather than being confined to one product or investment vehicle, a SmartVestor Pro should be able to customize solutions to meet your needs from a variety of options.

SmartVestor is a directory of investment professionals. Dave Ramsey nor SmartVestor are affiliates of Third Coast Wealth or LPL Financial.

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