Why did we become SmartVestor Pros?
We became SmartVestor Pros at O’Neill Asset Management because we strongly agree with Dave Ramsey’s investment philosophy. To win with money, you have to control your money. We teach our clients how to win and control their money to build wealth and create a legacy.
What is SmartVestor Pro?
We have a “client-first” approach where we are committed to educating our clients about their investments. We are Independent Investment Advisors – which means we are held to the highest fiduciary standard. As an Independent, we are able to offer many investment options, not just one company or one investment.
We help our clients with money!
When working with us, we get on the same side of the table as our clients, and help them make non-bias decisions to win with their money.
SmartVestor™ is an advertising service for investing professionals. Advertising fees paid by the SmartVestor Pros are not connected to any commission, portfolio, service, product, or other service offered or rendered by any SmartVestor Pros. SmartVestor Pros are subject to initial vetting by Ramsey Solutions, and they affirm a Code of Conduct. SmartVestor Pros are not employees or agents of Ramsey Solutions. Neither Ramsey Solutions nor its affiliates are engaged in rendering investing or other professional advice. Ramsey Solutions does not receive, control, access, or monitor client funds, accounts, or portfolios. Ramsey Solutions does not warrant any services of SmartVestor Pros and makes no claim or promise of any result or success of retaining a SmartVestor Pro. Your use of SmartVestor, including the decision to retain the services of any SmartVestor Pro, is at your sole discretion and risk. Any services rendered by SmartVestor Pros you contact are solely that of the SmartVestor Pro. The contact links provided connect to third-party sites. Ramsey Solutions and its affiliates are not responsible for the accuracy or reliability of any information contained on third-party websites