SmartVestor Pros (SVPs) are financial advisors who follow Dave Ramsey’s philosophies and are carefully selected to be a part of the SmartVestor Pro program.   SVPs are held to a high standard of excellence by Dave Ramsey and his team.  SVPs are committed to educating and empowering their clients and helping them build wealth by investing for the long-term.  SVPs commit to giving you a fast response, often within 24 hours. They have access to hundreds of investments to help you pursue your goals. McDonald Financial serves the southwest region of California, Nevada, Utah, Colorado and Arizona as an Endorsed Local Provider with Dave Ramsey for Investments and Financial Planning.

The SmartVestor program is a directory of investment professionals.  Neither Dave Ramsey nor SmartVestor are affiliates of McDonald Financial or LPL.  For more information on this program please visit the SmartVestor site.

Client-First Mentality

SmartVestor Pros are committed to educating and empowering you to help you work toward your long-term investing goals

Smart Wealth Building

SmartVestor Pros will help you build wealth by investing for the long-term.

Fast, Friendly Service

Got a question? SmartVestor Pros commit to giving you a fast response, often within 24 hours.

More Choices, More Options

SmartVestor Pros don’t just offer a single company’s investment choices. They have access to hundreds of investments to help you work toward your goals