SmartVestor Pro

Invest in Your Future

Keystone Financial has entered into an advertising agreement with The Lampo Group, LLC d/b/a Ramsey Solutions™ (“RS” or “SmartVestor™”).SmartVestor™ is an advertising service for investing professionals. Keystone Financial pays a flat fee for advertising through RS, both online and locally. This advertising service may result in the introduction to or acquisition of clients. Advertising fees are not connected to any commission, portfolio, service, product, or other service offered or rendered by any SmartVestor™ Pros. Keystone Financial does not compensate and is not compensated for client referrals. Please see our ADV 2A disclosure ( or click to learn more about the services provided. Learn More

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Since 2021, we have been assisting those who follow Dave Ramsey with their goals and have maintained the SmartVestor Pro status through our integrity and professionalism. To become a SmartVestor Pro with Dave Ramsey, the advisor must go through a rigorous vetting process and are specifically chosen to represent their area. This includes the SmartVestor Code of Conduct. Through this program, our goal is to educate and empower investors so they can ultimately make the best financial decisions for their families. As fiduciaries, we take into consideration your family’s financial plan and ultimate goals so we can provide advice best suited for you.

What Needs Do You Have?

These are some of the ways a SmartVestor Pro can help:

Financial Planning

Get a whole-picture perspective of your financial goals and support for each step of the journey.

Investment Advice

Get clear on your options, ways to diversify your portfolio, and complex investing concepts.

Retirement Planning

Learn how to use a Roth IRA, 401(k), traditional IRA or other accounts to your advantage.

Wealth Management

Have a large nest egg? Get help to invest and protect it – and leave a legacy for those you care about.

College Savings Plans

Learn the ins and outs of college savings plans, like timing, eligible costs, investment options and taxes.

Estate Planning

Make a plan for your family’s future and the wishes you want carried out after you pass away.

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