Investment Management

Tailor made investment advice. Designed to deleverage risk, and increase returns.

Education Planning

Education Planning for children and grandchildren. We’re here to help show cost analysis and suggest strategies to support your goals.

Retirement Planning

Holistic planning, with cutting edge technology to pressure test the plan through different economic scenarios.

Tax Planning

Crafting strategies to ensure that both the implementation and timing of financial decisions are most beneficial to your tax status.

Tax Preparation

Tax Preparation is included for all Wealth Management Clients, backed by Audit Defense.

Estate Planning

Ensuring that you have the right documents in place, and that your assets pass to future generations in the way that you want.


The Fiduciary standard is the highest standard of care that an Advisor can have with clients, we believe this is the only way that we can work together.

Fee Only Advisors

Fee Only Advisors will only accept payment from directly from our clients.  At Guide, we are proud to say that we are Fee Only, and constantly strive to act in the best interest of our clients.

All your accounts, at your fingertips

The latest in technology allows you to view all your accounts in one place
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Account aggregation

Everyday Banking

401(k), 403(b), 457 plans

Brokerage Accounts, IRAs and other assets

Loans, Mortgages and Liabilities

Account aggregation technology brings together your immediate cash flow from Checking and Savings accounts, and considers your entire risk profile by looking at assets across all accounts. Our platform is web based.  If you have an internet connection, you can securely log in on any device and get a snapshot of your financial situation. Being able to see things from this high level perspective makes it easier to start asking those collaborative questions on your future goals.

Schedule a Conversation

Get started with a complimentary 30 minute call to discuss your goals and how we can work together.