A complete list of active advisors currently associated with Guiding Financial

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

Guiding Financial works with individuals, high‑net‑worth clients, charitable organizations, and businesses, providing individualized investment management alongside a range of wealth‑planning services including ongoing comprehensive planning, project work, and hourly engagements. The firm manages only discretionary portfolios through a two‑advisor team and reports roughly $85 million in assets under management across a very small number of client relationships. The firm’s investment process is grounded in modern portfolio theory and long‑term asset allocation, with client‑specific investment policy statements and at least quarterly portfolio reviews. Wealth planning is integrated with portfolio management so that comprehensive planning clients receive coordinated investment oversight and the firm considers tax, estate, business, and private‑asset factors when building plans. What is notable about Guiding Financial is the concentrated client base relative to its AUM, reflecting larger average account sizes and a hands‑on planning model that incorporates privately held assets (valued using client estimates) into net‑worth assessments. The firm does not vote client proxies, generally relies on custodial reporting rather than providing separate written investment reports, and its principal holds CFP® and CPWA credentials.

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