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Why SmartVestor? A SmartVestor Pro is vetted by Dave Ramsey to help you.

SmartVestor Pros Agree to the SmartVestor Code of Conduct

We believe everyone deserves access to solid, professional investing guidance. We have earned our position as SmartVestor Pros because of our experience in the industry and our drive to help others.

SmartVestor Pros Help You Win

With a SmartVestor, you know for sure that you’re getting the same type of advice that Dave would give. You can trust SmartVestor Pros because Dave has a 20-person team that works with every SmartVestor Pro to make sure they meet your standards and give you great advice. You can feel comfortable talking with a SmartVestor Pro because each and every one of them has the heart of a teacher.

SmartVestor Pros are Constantly Evaluated

Every SmartVestor Pros performance is evaluated monthly to make sure you get the best agent possible. Also, you have a chance to grade the SmartVestor Pro you used based on your personal experience through a survey provided by Dave. The SmartVestor program is designed to help you make money and save money.

Why Use a SmartVestor Pro Investing Professional?

A good investing pro is going to do more than pick your funds. They are going to fit your investments into your life, consider tax implications, changes in legislation and educate you so you’ll understand what you’re investing in and why. If you’re having a bad day and decide to pull all of your investments out, you can ruin the goals you’ve worked hard to achieve. Since buying high and selling low is a bad plan, an investing pro will remind you why you’re investing and encourage you to stick with your long-term goals.

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Your Local SmartVestor Pro,
Jay Hagy

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SmartVestor™ is operated by The Lampo Group, LLC d/b/a Ramsey Solutions ("RS"). RS is not a client of nor affiliated with Foundations Investment Advisors, LLC, an SEC registered investment adviser. The SmartVestor Pro label is given to professionals who have entered into a paid agreement with RS. RS is incentivized to make referrals to SmartVestor Pro professionals as a result of this arrangement.

SmartVestor™ is an advertising service for investment professionals operated by The Lampo Group, LLC d/b/a Ramsey Solutions (“RS”). RS is not a client of nor affiliated with Foundations Investment Advisors, LLC, an SEC registered investment adviser (“Foundations”). The SmartVestor Pro label is given to professionals who have entered into a paid agreement with RS and completed an independent screening and verification process. SmartVestor Pro professionals must also agree to abide by the SmartVestor Pro Code of Conduct. Foundations had no involvement with the screening and verification process of any SmartVestor Pro professionals or in the content provided in the SmartVestor Pro Code of Conduct. RS seeks and uses information directly from businesses and from public data sources. Monthly compensation is paid from Jay Hagy to RS and is based on a flat rate determined by RS, not based on performance. The SmartVestor Pro label is not a guarantee of an investment professional’s reliability or performance. Consumers should consider all information available about the business. Jay Hagy has been a paid SmartVestor investment professional since 2019. Third party rankings and recognition from rating services and publications do not guarantee future investment success and should not be construed as a current or past endorsement or testimonial of Jay Hagy by any of its clients or that a client or prospective client will experience a higher level of investment performance.

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