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Benjamin S

CFA®

Bangor, ME

Guidance Point Advisors, LLC

Benjamin Smith is a CFA® charterholder with 13 years of industry experience. He has been with Guidance Point Advisors, LLC and its affiliated firm, Guidance Point Retirement Services, LLC, since 2012. Guidance Point Advisors, LLC manages approximately $558 million for over 250 client relationships, serving individuals including high-net-worth clients, as well as some corporations and unincorporated associations. The firm offers fee-based investment supervisory services along with financial and retirement income planning, focusing on diversification and asset allocation aligned with client objectives and risk tolerance.

Retirement income strategy Income planning Wealth management Passive / index investing
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Christopher D

Series 63, Series 65

Wellesley, MA

Guidance Point Advisors, LLC

Christopher Del Col is a financial advisor at Guidance Point Advisors, LLC with nine years of industry experience. He holds Series 63 and Series 65 credentials and has been with Guidance Point Advisors since 2016. Guidance Point Advisors manages approximately $558 million across 252 client relationships, serving individuals, including high-net-worth clients, as well as some corporations and unincorporated associations. The firm offers fee-based investment supervisory services alongside financial and retirement income planning, emphasizing diversification and asset allocation through investor profiling and Investment Policy Statements.

Retirement income strategy Income planning Wealth management Passive / index investing
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Curtis W

Series 65

Bangor, ME

Guidance Point Advisors, LLC

Curtis Worcester is a Series 65 credentialed financial advisor at Guidance Point Advisors, LLC with five years of industry experience. He has held roles at Guidance Point Retirement Services, LLC since 2019 and previously worked at The Advertising Specialists of Maine and Northern Light Health. Guidance Point Advisors, LLC manages approximately $558 million across about 252 client relationships, serving individuals, including high-net-worth clients, as well as corporations and unincorporated associations. The firm offers fee-based investment supervisory services along with financial and retirement income planning, using a diversified, asset allocation approach tailored through investor profiling and Investment Policy Statements.

Retirement income strategy Income planning Wealth management Passive / index investing
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Wesley D

CFP®, Series 63, Series 65

Wellesley, MA

Guidance Point Advisors, LLC

Wesley Delcol is a CFP® professional with 19 years of industry experience, currently serving at Guidance Point Advisors, LLC since 2008. He holds Series 63 and Series 65 licenses. Wesley is a 10% shareholder in Guidance Point Retirement Services, LLC, an affiliated investment advisory services provider. Guidance Point Advisors manages approximately $558 million across about 252 client relationships, serving individuals—including high-net-worth clients—as well as some corporations and unincorporated associations. The firm offers fee-based investment supervisory services along with financial and retirement income planning, focusing on diversified, asset-allocated portfolios aligned with client objectives and risk tolerance.

Retirement income strategy Income planning Wealth management Passive / index investing
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Andrew W

Series 63, Series 65

Portland, ME

Guidance Point Advisors, LLC

Andrew Walker is a financial advisor at Guidance Point Advisors, LLC in Portland, ME, holding Series 63 and Series 65 licenses with 21 years of industry experience. He is also president and sole shareholder of Acacia Associates Inc., where he provides retirement plan design and consulting services to small and mid-size organizations. Walker has been with Guidance Point Advisors since 2013 and has experience with several other firms dating back to 2002. Guidance Point Advisors, LLC manages approximately $558 million for over 250 clients, including individuals, corporations, and unincorporated associations. The firm focuses on diversified, asset-allocated portfolios tailored to client objectives and risk tolerance, utilizing mutual funds, ETFs, and multiple third-party platforms for discretionary and non-discretionary management.

Retirement income strategy Income planning Wealth management Passive / index investing
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