Smartvestor Pro

Jamie Mattioli is a SmartVestor Pro. As a SmartVestor Pro, he is committed to serving you with the heart of a teacher, just like Dave Ramsey.

A SmartVestor Pro is a financial professional who has been vetted by Dave Ramsey’s organization. We share Dave’s values, embrace the 7 Baby Steps, and are committed to serving as your guide and educator through the world of finance. We earnestly embrace the trust you place in us to manage your money and recognize you as the decision maker. We are your teammate offering advice, recommendations, and direction as you take control of your financial future.

Learn More About Smartvestor Pros

What are SmartVestor Pros?

The goal of the SmartVestor program is to connect people like you to an experienced professional who can offer investment advice. SmartVestor Pros may call themselves financial advisors, investment professionals, investment managers, or a variety of other terms. Jamie Mattioli, your local SmartVestor Pro, is a wealth manager and accomplished comprehensive financial advisor with 15 years of experience. Read Jamie’s full bio.

What do SmartVestor Pros Do?

SmartVestor Pros work with individuals and families who need help with financial planning, investment advice, retirement planning, college savings plans, savings and debt management, and/or estate planning. As an independent financial advisor, Jamie offers all of these services and more. See our full suite of services.

Why should I work with a SmartVestor Pro?

There are many options available for financial advice and investment services. When you work with a SmartVestor Pro, you can proceed with confidence knowing that your Pro shares Dave Ramsey’s passion for education and commits to the SmartVestor Pro Code of Conduct. Jamie will serve you with the heart of a teacher, just like Dave and the other familiar faces you know at Ramsey Solutions.

How do I get started with my SmartVestor Pro?

It all starts with a conversation. If you filled out the form on the SmartVestor Pro website, Jamie receives your information and will connect with you in a timely manner. If you’re still considering your options, use the form above to contact Jamie and schedule your 30-minute, no-obligation consultation.

Jamie Mattioli is a SmartVestor Pro. As a SmartVestor Pro, he is committed to serving you with the heart of a teacher, just like Dave Ramsey.

How a SmartVestor Pro can help with your goals

Jamie will listen to what matters to you.

Jamie will teach you about your options.

Jamie will serve faithfully while keeping you in charge.

Learn more about how Jamie Mattioli, SmartVestor Pro, can help you achieve your financial goals.

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