A complete list of active advisors currently associated with Guideway Financial, LLC
Warmer can help you find a great advisor at Guideway Financial, LLC or one who fits your needs even better.
Guideway Financial is a fee‑only, holistic financial planning and portfolio management firm that serves individuals and families, including high‑net‑worth clients, with services that extend beyond investment management to retirement planning, tax planning and preparation, estate planning, and risk management. The brochure describes engagement options that range from ongoing fixed‑fee retainer relationships to limited project‑based work and legacy investment advisory arrangements. The firm follows an evidence‑based investment approach that emphasizes broadly diversified, low‑cost mutual funds and ETFs, quantitative asset‑allocation work using Portfolion Planning, and risk measured in terms of client goals; advisers typically manage accounts on a discretionary basis and rebalance or optimize portfolios as needed. Guideway also implements investment recommendations across held‑away accounts via an Order Management System and may include funds from Dimensional Fund Advisors when appropriate. Notable differences from many peers include the firm’s stated practice of publishing periodicals or newsletters, offering educational seminars and workshops to clients and prospects, and using hypothetical performance illustrations, all of which point to a heavier emphasis on client education and modeling than is typical for similar small advisers. The brochure also highlights ERISA‑focused services—providing both 3(38) investment manager and 3(21) co‑fiduciary roles for sponsored plans—while maintaining a small advisory team and integrating tax preparation into ongoing planning engagements.
To learn more about the advisors currently working at Guideway Financial, 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 |
|---|---|---|
Austin, TX
| 13
| |
Austin, TX
| 13
|
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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