Coeur D'Alene, ID Office

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.