We are Dave Ramsey Qualified

SmartVestor Professionals near you

“We look forward to bringing you the same service, quality and expertise.”

– Way Financial


Why others have chosen Way Financial as their

SmartVestor Pros

We are qualified professionals near you.

Although there are other SmartVestor Pros, Not just anyone can be a SmartVestor Pro.
At Way Financial we vow to adhere to the DRS Code of Conduct.

We have a client-first mentality.

Way Financial is a professional fiduciary committed to educating and empowering you. We don’t just offer a single company’s investment choices; we can and will shop around to help you find solutions to help you reach your goals.

SmartVestor is free to use.

Way Financial pays an advertising fee to be a part of the program,
making the service free for you to use.

We focus on the long term.

Like Dave, Way Financial believes that eliminating debt and investing for the long term is the ideal way to build wealth and prepare for retirement.
No account is too small to get started.

Want to get started?

Fill out the form and one of our qualified SmartVestor Pros will contact you soon.