A complete list of active advisors currently associated with GuidePost Capital Management Group, LLC
Warmer can help you find a great advisor at GuidePost Capital Management Group, LLC or one who fits your needs even better.
GuidePost Capital Management Group is a small independent advisory firm that provides discretionary asset management, hourly financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates and small businesses. The firm manages roughly $31.5 million across about 35 client relationships and uses AUM-based billing that is common among independent advisors. GuidePost constructs portfolios to align with each client’s objectives, time horizon and risk tolerance, employing fundamental and technical analysis as well as modern portfolio theory, with periodic (typically quarterly) reviews and ongoing monitoring. The firm has authority to trade on a discretionary basis, may engage third-party sub-advisors to implement model strategies, and offers both plan participant education and financial-planning engagements. Distinctive features include explicit work with corporate/business clients and formal ERISA pension-plan consulting as a limited‑scope 3(21) advisor—providing investment option reviews, IPS assistance, and plan monitoring in addition to individual wealth management. The firm, founded in 2009 and registered as an adviser in 2025, operates without a formal account minimum, directs custody to an institutional custodian, and discloses the use of sub‑advisors and related conflicts of interest.
To learn more about the advisors currently working at GuidePost Capital Management Group, 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.
Name |
Location |
Years of experience |
|---|---|---|
Mohnton, PA
| 21
|
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