GuideStream Financial, Inc. logo

GuideStream Financial, Inc.

Updated today

Client assets under management

$208,670,854

Clients

854

5% high-net-worth

Advisors

5

of 9 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

171

Very High

Average account size

$244,345

About

GuideStream Financial serves individual investors — including high‑net‑worth clients — and institutional/faith‑based entities such as endowments, charities, churches, and pension plans, offering discretionary and non‑discretionary investment advisory services as well as standalone financial planning and consulting. The firm also provides trustee and other custody‑related services for certain client trusts and supports charitable‑giving implementation through a separate donor‑advised vehicle administered by an affiliated charity.

The firm allocates assets to align with each client’s stated objectives and generally pursues a long‑term, buy‑and‑hold orientation using mutual funds, exchange‑traded funds and separately managed accounts while treating cash as an asset class and providing ongoing portfolio supervision. GuideStream may employ less‑liquid vehicles such as interval funds when suitable and typically recommends a primary custodian, with related operational practices (cash sweep mechanics and custodian‑level fees) disclosed to clients.

What distinguishes GuideStream from many peers is its ownership by a religious foundation and the resulting organizational overlap with a church extension fund and a related charitable gift fund; the firm discloses these relationships, refers interested clients to separate foundation contacts, and notes that the affiliated fund and gift vehicle are administered and audited separately. The firm also highlights uncommon operational features — including providing trustee services that can trigger surprise custody examinations and formal conflict‑mitigation steps such as directing insurance commission proceeds to a benevolent fund — which are explained in its disclosure materials.

Client services

Financial planning Portfolio management

Expertise

Charitable giving & philanthropy

Occupation focus

Founder/Business Owner

Demographic focus

Religious/faith focused

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Fee options

Fixed

Financial planning and consulting fees generally range from $800 to $7,500, negotiable

Percentage

$0 - $250,000: 1.15% $250,001 - $500,000: 1.00% $500,001 - $750,000: 0.85% $750,001 - $1,000,000: 0.70% $1,000,001+: 0.55%

Project-based

Normally $300 per hour for stand-alone financial planning and consulting services

Other

Account minimum: $25,000 for retail clients; $2,000,000 for Institutional Clients Minimum fee: Annual minimum fee of $250 for retail clients

Main office location

GuideStream Financial, Inc.

8050 Spring Arbor Road

Spring Arbor MI 49283, United States

Number of offices

1

Most active in

Alabama · Arizona · California · Florida · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Massachusetts · Michigan · Nebraska · New York · North Carolina · Ohio · Oregon · Pennsylvania · South Carolina · Tennessee · Texas · Washington · Wisconsin

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Levi C

ChFC®

Spring Arbor, MI

GuideStream Financial, Inc.

Levi Conner is a ChFC® affiliated with GuideStream Financial, Inc. in Spring Arbor, MI. He has been with GuideStream Financial since 2024 and has prior experience at Charles Schwab and Spring Arbor University. Outside of his advisory role, Levi serves as an assistant coach for the track and field team at Spring Arbor University, focusing on short sprints and javelin. GuideStream Financial is a team-based registered investment adviser serving individual clients and faith-based institutional entities. The firm employs long-term investment strategies using mutual funds, ETFs, and other vehicles, while providing discretionary and non-discretionary portfolio management, financial planning, and trustee services.

Charitable giving & philanthropy Founder/Business Owner Religious/faith focused
user avatar

Ridge F

CFP®, Series 65

Spring Arbor, MI

GuideStream Financial, Inc.

Ridge Foco is a CFP® and Series 65-licensed advisor at GuideStream Financial, Inc. with three years of industry experience. Prior to joining GuideStream in 2022, he worked at Securian Financial Advisors of the Great Lakes and held roles at Spring Arbor University and the Christian Family Centre. GuideStream Financial is a team-based registered investment adviser serving individual clients and faith-based institutional entities, offering portfolio management, financial planning, and trustee services. The firm employs long-term purchase strategies primarily using mutual funds and ETFs and manages approximately $217 million across more than 800 client relationships.

Charitable giving & philanthropy Founder/Business Owner Religious/faith focused
user avatar

Jennifer D

Series 65

Spring Arbor, MI

GuideStream Financial, Inc.

Jennifer De Biasi is a Series 65-licensed financial advisor with GuideStream Financial, Inc. in Spring Arbor, MI, where she has worked since 2021. She has three years of industry experience and is part of a five-advisor team. GuideStream Financial is a team-based registered investment adviser serving individual clients and faith-based institutional entities such as endowments, charities, and churches. The firm focuses on long-term investment strategies using mutual funds, ETFs, and other vehicles, while providing discretionary and non-discretionary portfolio management, financial planning, consulting, and trustee services.

Charitable giving & philanthropy Founder/Business Owner Religious/faith focused
user avatar

Kirk H

CFP®, ChFC®, Series 63

Spring Arbor, MI

GuideStream Financial, Inc.

Kirk Hoffman is a CFP® and ChFC® with 16 years of industry experience, currently serving at GuideStream Financial, Inc. since 2009. He is based in Spring Arbor, MI, and has additional roles as an adjunct professor teaching financial planning courses at Spring Arbor University and as a captain of historic vessels for the Michigan Maritime Museum. Hoffman also volunteers as chair of the Endowment/Investment & Finance Committee at Immanuel Lutheran Church. GuideStream Financial is a team-based registered investment adviser serving individual clients and faith-based institutional entities. The firm employs predominantly long-term purchase strategies using mutual funds and ETFs, provides discretionary and non-discretionary portfolio management, and occasionally offers trustee services.

Charitable giving & philanthropy Founder/Business Owner Religious/faith focused
user avatar

William B

Series 63, Series 65

Spring Arbor, MI

GuideStream Financial, Inc.

William Blakemore is a financial advisor at GuideStream Financial, Inc. with 16 years of industry experience. He holds the Series 63 and Series 65 designations and has been with GuideStream Financial since 2009. GuideStream Financial is a team-based registered investment adviser serving individual clients, including both non-high-net-worth and high-net-worth individuals, as well as institutional and faith-based entities such as endowments, charities, churches, and pension plans. The firm employs predominantly long-term purchase strategies using mutual funds and ETFs and offers portfolio management, financial planning, consulting, and trustee services.

Charitable giving & philanthropy Founder/Business Owner Religious/faith focused
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