A complete list of active advisors currently associated with WealthGuides LLC

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

WealthGuides LLC provides investment management and financial planning to individuals — including high-net-worth clients — as well as retirement plans, charitable organizations, and businesses. The firm offers ongoing portfolio supervision, written financial plans, and project-based planning tailored to client goals and circumstances. The firm constructs client portfolios using a mix of Modern Portfolio Theory, passive and active strategies, and fundamental, technical, and cyclical analysis, with asset allocation and tax considerations driving portfolio design. For managed accounts WealthGuides acts with discretionary trading authority and delivers services through either ongoing or limited-scope (project) planning engagements. Compared with many solo independent advisers, WealthGuides is notable for sponsoring a wrap fee program and for offering paid educational seminars and speaking engagements. The firm also integrates third‑party tax return preparation and estate-document services into its offering and provides a bundled wealth-management option that can include third‑party tax services for larger accounts.

To learn more about the advisors currently working at WealthGuides 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
Sam Wagner	Indianapolis, IN	6

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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.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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