Financial Guidance Group, Inc.

Overview

Financial Guidance Group, Inc. is an independent registered investment adviser that focuses on equity-centered portfolio construction using exchange-traded products. The firm serves individual and family clients as well as institutional accounts and emphasizes straightforward fee arrangements—percentage of AUM, hourly work and fixed fees—paired with financial planning and portfolio management for individuals and small businesses. Advisory services also include pension consulting, though the firm is not identified as an active ESG investor. Investment posture is largely equity-preferred, with a clear tilt toward ETFs for core exposure and efficiency. The firm is not positioned as a multi-product capital allocator; instead it relies on liquid securities and pooled vehicles for most client programs, while retaining the ability to deploy private placements where suitable for client objectives.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices