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We have a heart of a teacher

As a SmartVestor Pro, Josh Westerfield understands how to help you put Dave Ramsey’s principles to work in your own life. We help you with the baby steps, retirement planning, building wealth, and charitable planning.

The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of ( DBA name ) or LPL Financial.

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Our Partnership with Dave Ramsey’s SmartVestor

SmartVestor™ is an advertising service for investing professionals. Advertising fees 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. LPL Financial Services does not endorse and is not associated with Dave Ramsey or the SmartVestor program.

Links are being provided for information purposes only. LPL Financial is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. LPL Financial is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.