A complete list of active advisors currently associated with Guide Financial Planning

Warmer can help you find a great advisor at Guide Financial Planning or one who fits your needs even better.

Guide Financial Planning serves individual and high‑net‑worth clients with a mix of comprehensive financial planning and discretionary portfolio management. The firm delivers ongoing planner access through retainer arrangements and also offers project‑based engagements and shorter “Quick Start” sessions for limited-scope needs. Investment portfolios are developed to match client objectives and asset‑allocation targets and are managed using a blend of fundamental, technical, cyclical, and charting analysis with periodic (typically quarterly) reviews. Investment management is provided only to clients engaged in the firm’s ongoing financial planning service, custodial statements are provided by third‑party custodians, and the firm implements trades on an account‑by‑account basis rather than through aggregated block orders. Noteworthy aspects relative to peers include the explicit business model that ties portfolio management to an ongoing planning relationship (no standalone investment management), a small three‑advisor team overseeing roughly $70 million in discretionary AUM with no stated account minimum, and staff holding faith‑oriented planning credentials (CKA) in addition to standard financial designations. The firm also discloses it generally does not provide routine written investment reports for managed accounts beyond the financial plan and does not engage in block trade aggregation, practices that differ from many advisory firms.

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