Broker Check

Bryan Wieferich is a Dave Ramsey SmartVestor for Investing. This means our firm is committed, just as Dave is, to providing simple, common sense education and empowerment, seeking to give hope to everyone, regardless of their age or income.

We provide an easy-to-understand and ethical approach for solving the investing and financial planning challenges of today's marketplace. We strive to learn and understand individual and business financial information, build and maintain long-lasting relationships, and provide the highest quality information, service, and products to help bring financial peace.

What is a SmartVestor?

The Dave Ramsey SmartVestor program is a network of endorsed professionals who have been personally chosen by Dave's team based on his or her integrity, professionalism, and experience, and are held accountable by members of Dave’s team and customer reviews. In today’s world, it has become increasingly complicated to find trustworthy and competent investment advisors. There are too many unfulfilled promises. Dave wanted his fans and others to be able to find an accomplished professional they can trust – a professional who gives the same helpful advice and believes in the financial principles that Dave provides and teaches on his show.

Why use Dave's SmartVestors?

SmartVestors need to be forthright, honest, and share a similar investment attitude to Dave’s. As a result, the screening process to become a SmartVestor is also very meticulous and ongoing requirements have to be maintained. This program ensures SmartVestors have the heart of a teacher and that they truly enjoy helping clients pursue their financial goals. Dave's team works closely with SmartVestors to make sure they serve his listeners with high standards of customer service and with the heart of a teacher.


Dave Ramsey's SmartVestor Pro is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of LPL Financial, Wieferich Financial or Independent Financial Partners.