Why Choose Us?

Welcome! SmartVestor’s goal is to help you find an honest and caring financial professional with a client first mentality. We hope the reasons listed below help you get to know us better and make your search for a financial advisor easier.

  1. We are independent, which means we don't have any proprietary funds or quotas. We do what's best for our CLIENTS.
  2. We create a customized plan for you-tailored to your risk number.
  3. We're a team, so someone is ALWAYS available to help you or answer your questions.
  4. We stay current on the latest research and market trends in the market.
  5. We have several locations to serve you- or we can come to you!