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

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

Guernsey Financial, LLC provides financial planning, retirement planning and consulting for employee benefit plans, portfolio “MRI” analyses, and educational seminars primarily to individual and high-net-worth clients, and also lists insurance companies among its client types. The firm generally refers clients to third‑party investment managers rather than executing trades or providing discretionary portfolio management itself. GFLLC’s advisory approach is evidence‑driven, referencing Modern Portfolio Theory, the Fama–French Three‑Factor Model, and the Efficient Market Hypothesis to align allocations with client risk tolerance and time horizon. It operates as a co‑advisor with Matson Money—Matson Money oversees investment management, trading, and reporting while GFLLC maintains the client relationship, monitors third‑party performance, conducts annual reviews, and offers planning via a subscription model. Noteworthy aspects compared with peers include an unusually high client load for a firm of its size (one advisor reporting 204 clients) and the inclusion of insurance company and retirement‑plan clients, both of which are uncommon among supported firms. The firm reports material assets under advisement (~$93.3 million) despite reporting no discretionary or non‑discretionary AUM and not taking investment discretion over client accounts.

To learn more about the advisors currently working at Guernsey Financial, 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.