A complete list of active advisors currently associated with Guzek Asset Management

Warmer can help you find a great advisor at Guzek Asset Management or one who fits your needs even better.

Guzek Asset Management serves individuals, trusts, estates, charitable organizations and business entities by providing tailored personal financial planning and delivering a written financial plan that addresses goals such as cash flow, retirement income, tax and estate considerations. The firm’s advisory offering is limited to planning engagements rather than ongoing discretionary portfolio management. Guzek draws on a variety of analytical approaches — including charting, fundamental and technical analysis and Modern Portfolio Theory — to inform its planning recommendations and revises written plans upon client request or on a periodic multi‑year basis. The firm does not take custody of client assets; clients implement recommendations through third‑party custodians and brokerage channels. The firm is affiliated with LPL Financial and several team members hold insurance producer licenses, and the principal also operates as an investment adviser representative and registered representative, which allows clients to implement recommendations through LPL and can result in commission or advisory compensation. Unlike most supported peers, Guzek generally does not charge percentage‑of‑assets fees and does not offer portfolio management for individual accounts; its staff includes multiple CFP practitioners and a CPA who contribute to financial planning and tax-related work.

To learn more about the advisors currently working at Guzek Asset Management, 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.