A complete list of active advisors currently associated with Financial Guidance Group, LLC

Warmer can help you find a great advisor at Financial Guidance Group, LLC or one who fits your needs even better.

Financial Guidance Group, LLC provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. Its services include investment oversight, cash‑flow and retirement planning, estate planning, and integrated tax preparation and filing support. The firm implements a strategic asset-allocation approach using a core-satellite mix of passive index funds and ETFs supplemented by select actively managed funds, typically executing trades through discount brokers and custodians. Client relationships are documented with investment policy statements, may be managed on a discretionary basis, and are subject to periodic reviews and client‑specified investment restrictions. A distinctive feature is the firm’s accounting integration: the owner is a licensed CPA who also holds CFP and PFS credentials, and tax preparation is performed as an integral part of some advisory engagements while also being offered separately. The adviser manages roughly $4 million for a small number of clients, indicating a concentrated, hands‑on practice compared with larger independent firms.

To learn more about the advisors currently working at Financial Guidance Group, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.