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

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

Guidance Wealth Advisors LLC provides discretionary wealth management and comprehensive financial planning primarily to individual clients, including high‑net‑worth households, as well as certain business, foundation, and charitable accounts. The firm combines an initial written financial plan with ongoing portfolio management and may refer retirement plans to a third‑party adviser under a solicitor arrangement. The firm’s investment process is tailored to each client and typically uses diversified allocations across equities, fixed income, mutual funds, ETFs, and alternative vehicles, and may employ independent managers where appropriate. It also uses more specialized tools — including direct indexing, securities‑backed lines of credit, structured notes, buffer ETFs, and customized options collars — and discloses the specific risks associated with those strategies in its brochure. Notable aspects that distinguish the firm from many peers are its ownership and operating structure (the founder remains the sole manager and chief compliance officer, with limited internal supervisory layers) and an affiliation with an insurance agency that provides tax planning and generates insurance commissions; the brochure discloses the potential conflicts and mitigation measures. The firm’s explicit use of derivatives and options in separately managed accounts, combined with its small advisory team and stated time commitments to affiliated insurance activities, are less common among firms of similar size.

To learn more about the advisors currently working at Guidance Wealth 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.