Broker Check

What does it mean to be a SmartVestor Pro?

Brad Byrns is a SmartVestor Pro. Which is a title that Ramsey fans can look for to find service providers the Ramsey team endorses. That means Brad consistently meet Ramsey’s high standards of excellent customer service. Now, to be clear, the SmartVestor Pro title isn’t an indicator of industry know-how. It’s a symbol that proves we’ve earned Ramsey’s trust by being missional, coachable, and reliable. And speaking of trust—you should understand that we pay to promote our services as a SmartVestor Pro to receive clients agree to the Dave Ramsey SmartVestor Code of Conduct 

  • Brad has been vetted by the Ramsey team.
  • Brad provides objective, transparent and refreshing wealth management and financial planning advice.
  • Brad truly cares about your future.
  • Brad is an acknowledged fiduciary*. 

Why should you use a SmartVestor Pro?

Qualified Professionals In Your Area

Qualified Professionals In Your Area

Not just anyone can become a SmartVestor Pro. Brad has been vetted by Dave Ramsey's team and he adheres to the SmartVest Code of Conduct

Client-First Mentality

Client-First Mentality

As a SmartVestor Pro, Brad is committed to educating and empowering you. Brad doesn't just offer a single company's investment choice: Brad is constantly evaluating the best investments to help you reach you goals

Retire Inspired

Retire Inspired

Brad is  committed to the long term. Brad knows the baby steps work, and will walk with you through each one of them. Brad will teach you how to make smart decisions now to help you live your retirement dreams.

SmartVestor is an advertising and referral service for investment professionals operated by The Lampo Group, LLC (d/b/a Ramsey Solutions). Ramsey Solutions is a non-client promoter for Brad Byrns , and Brad Byrns pays Ramsey Solutions to participate in the SmartVestor program, which results in a material conflict of interest for Ramsey Solutions. For additional information, see Brad Bynrs profile on the SmartVestor platform. Working with a financial professional who is part of the SmartVestor program cannot guarantee investment success or that your financial goals will be achieved. There can be no assurance that working with a SmartVestor Pro will produce or achieve better results than working with a financial professional not participating in the SmartVestor program. Ramsey Solutions and SmartVestor are not affiliated with, or sponsored or endorsed by, Lincoln Financial Advisors Corporation. 

*To the extent that Brad Byrns is providing you with investment advisory services, including either financial planning services or ongoing investment advice as part of an LFA investment advisory program (i.e., fee-based managed account) pursuant to a written agreement and related disclosures that describes this investment advisory relationship, I am acting in a fiduciary capacity related to those services under the federal securities laws, in particular the Investment Advisers Act of 1940.