Bothell, WA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Guide Advisors, Inc.
Team
Firm-wide stats for Guide Advisors, Inc.
About
Guide Advisors, Inc. provides fee-based financial planning and consulting to individuals, high-net-worth clients, and foundations and charitable organizations, and serves as a co-advisor to manage client accounts through Matson Money. The firm also sells annuities and other insurance products for separate commissions and regularly offers seminars and educational workshops to the public.
Rather than directly managing discretionary portfolios, Guide Advisors acts as a liaison with third-party managers, delivering required disclosures, assisting clients with platform paperwork, and providing ongoing services such as periodic check-ins and reviews of quarterly statements. Its planning work draws on fundamental, technical, and cyclical analysis and is delivered through two defined offerings—a diagnostic Financial MRI and a Standard Financial Plan—each completed and delivered within 30 days.
What distinguishes Guide Advisors from many peers is its multi-office footprint (five offices) combined with a public-education focus through seminars and workshops, and the presence of licensed insurance agents on the team who offer commissionable insurance and annuity products. The firm does not custody client assets or exercise trading discretion itself, relying on third-party platforms for portfolio implementation and documenting referral and fee arrangements with those co-advisors.
Based on Guide Advisors, Inc.
Expertise
Based on Guide Advisors, Inc.
Location
19125 North Creek Parkway, Suite 120
Bothell WA 98011
Advisors at this office
2
Advisors at this office
Ronald G
Series 63, Series 66
Bothell, WA
Guide Advisors, Inc.
Ronald Geer is a financial advisor at Guide Advisors, Inc. with 16 years of industry experience. He holds Series 63 and Series 66 designations and has been associated with Guide Advisors, formerly Geer Financial Group, since 1996. Approximately 10% of his time is spent on insurance product sales and services as a licensed insurance agent. Guide Advisors serves individuals, high-net-worth clients, foundations, and charitable organizations with fee-based financial planning, co-advisory asset management through a third-party platform, and insurance and annuity products. The firm offers public seminars and educational workshops and generally acts as a co-advisor, handling client documentation and reviews while third-party managers implement investment strategies.
Kristine G
CFP®, Series 66
Bothell, WA
Guide Advisors, Inc.
Kristine Geer is a CFP® with 10 years of industry experience, currently serving at Guide Advisors, Inc. She has been with the firm, including its previous incarnation as Geer Financial Group, since 2016. Kristine also spent time at IDDeal Living from 2024 to 2025. Guide Advisors serves individuals, high-net-worth clients, foundations, and charitable organizations with fee-based financial planning and consulting, co-advisory asset management through a third-party platform, and insurance and annuity products sold by licensed agents. The firm provides public seminars and educational workshops focused on general investment education rather than individualized advice.
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