Sabadoodle
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About
Sabadoodle focuses on the financial wellbeing of veterinarians, particularly early-career practitioners, and offers two primary services: a cohort-based Sabadoodle 90-Day Money Mentorship Program and ongoing investment management. The firm operates as a single-advisor registered investment adviser with roughly $2 million in assets and a small client base that includes individuals and some corporate clients.
The firm emphasizes structured financial education alongside portfolio management, building individualized investment policies and largely implementing passive asset-allocation models through third-party money managers and the Betterment for Advisors platform. It also provides retirement-account advice and acts as a fiduciary under ERISA/IRC when advising on retirement plan accounts, incorporating cash-flow, tax, and student-loan considerations into account supervision.
Distinctive elements include the small-group mentorship cohorts (live sessions plus self-paced lessons), a required budgeting app subscription (YNAB) for program participants, continuing-education credit approval for veterinary professionals, and formal partnerships with veterinary associations that may sponsor cohorts. Uncommonly for a solo adviser of this size, the firm advises on retirement-plan/pension-related matters and the principal holds a Certified Student Loan Professional designation, reflecting an explicit focus on student-loan and workplace financial issues.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
$895 per participant for the Sabadoodle 90-Day Money Mentorship Program; reduced fee of $795 for certain association members
$14.99 per month for YNAB budgeting application (paid directly to YNAB, not affiliated with GUWA)
Main office
Princeton NJ
Advisors at this office
1
Most active in
New Jersey · New York
Also doing business as
Guide U Wealth Advisors LLC · Guideu Advisors LLC · Sabadoodle
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Broker-dealer / trader
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Bank
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Trust company
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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