Not everyone can be a SmartVestor Pro

SmartVestor Pros are vetted investing professionals

We are committed to educating and empowering you.

We focus on the long term.

Contact us today to learn how we can help maximize your retirement planning strategy.

Todd Bailey is the SmartVestor Pro in your area.

I am committed to helping individuals and families of all types achieve their financial goals.
I serve as your SmartVestor Pro in the Raleigh Area.

What is a SmartVestor Pro?

SmartVestor Pros are financial professionals that follow Dave Ramsey’s teaching and have been vetted by Ramsey and his team. To be selected for the SmartVestor Pro program, financial professionals undergo a detailed interview process and assert the ideal way to build wealth and save for retirement is debt elimination and long-term investment.

Why Use A SmartVestor Pro?

With all the different types of financial professionals out there, Dave Ramsey felt it was important to create a directory of financial professionals he trusts. SmartVestor Pros provide advice just like Dave Ramsey does. I want to be a reliable partner in your financial life, someone you feel comfortable with and someone you can trust.

Adhering to the standards of the SmartVestor Pro program, I provide financial services in an easy-to-understand manner. My biggest goal in helping you achieve your financial objectives is that you understand clearly all your options and opportunities.

Since I am an independent financial professional, I am not biased toward any company or carrier. This means that I seek plans, strategies, and opportunities that are in your best interest.

Book your complimentary appointment with Todd Bailey

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With all of these considerations, there may be great wisdom in sitting down with a financial advisor who understands this conversation and is able to help you answer them. As owner and financial advisor of KRB Financial, Todd Bailey, is equipped and experienced to help you navigate the path to your financial goals.

With all of these considerations, there may be great wisdom in sitting down with a financial advisor who understands this conversation and is able to help you answer them. As owner and financial advisor of KRB Financial, Todd Bailey, is equipped and experienced to help you navigate the path to your financial goals.