A complete list of active advisors currently associated with Guidance Point Advisors, LLC

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

Guidance Point Advisors, LLC manages roughly $558 million for about 252 client relationships and serves individuals (including high‑net‑worth clients), as well as some corporations and unincorporated associations. The firm provides fee‑based investment supervisory services alongside financial planning and retirement income planning, delivering both discretionary and non‑discretionary portfolio management. Its investment approach emphasizes diversification and asset allocation, using investor profiling and a signed Investment Policy Statement to align portfolios with each client's objectives and risk tolerance. Portfolios are implemented primarily with mutual funds and ETFs and may be managed directly or through third‑party platforms, including Envestnet advisor‑directed and model‑driven programs and Vanguard Personalized Indexing separate‑account management. What is noteworthy for a firm of this size is the combination of a client newsletter (a quarterly periodical sent to clients and prospects) and an affiliation with a related registered adviser, Guidance Point Retirement Services (GPRS), which shares investment adviser representatives under a written fee‑sharing arrangement that the brochure discloses as a potential conflict. The firm also coordinates management and fee/reporting across multiple platform providers (e.g., Envestnet and VPI), resulting in separate sub‑adviser reporting and operational details clients should understand.

To learn more about the advisors currently working at Guidance Point Advisors, 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.