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

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

GuidePoint Financial Planning provides comprehensive financial planning and discretionary portfolio management to individuals, high-net-worth clients, and business clients, advising on retirement, tax strategies, education funding, insurance, cash flow, debt, and estate issues. The firm reports about $24.9 million in discretionary assets under management across roughly 23 client relationships and offers both one‑time planning projects and ongoing subscription-style planning engagements. Client work is centered on an individualized investment policy statement and discretionary account supervision aligned to stated objectives and risk tolerances, with clients able to impose reasonable investment restrictions. The firm primarily builds portfolios using passive index funds and ETFs for core exposures while also incorporating fundamental and technical analysis when selecting or tilting allocations, and it conducts regular client reviews and annual plan updates. Noteworthy features compared with many independent peers include a relatively high AUM-to-client ratio (roughly $1 million per client) and a stated account minimum of $500,000 that may be waived, along with a recurring monthly planning service that includes an upfront onboarding phase. The adviser participates in an institutional custodian program that provides custody, trading and soft‑dollar benefits and is led by a CFP‑certified professional with additional investment credentials.

To learn more about the advisors currently working at GuidePoint 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.

Name	Location	Years of experience
Ryan Phillips	Reston, VA	15

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