FINANCIAL GUIDANCE INVESTMENT ADVISERS, INC.

Overview

Financial Guidance Investment Advisers, Inc. is an independent, owner-operated registered investment adviser that serves individuals, families and select institutional clients. The firm’s advisory mix centers on financial planning and portfolio management for individuals and small businesses, with additional pension consulting work. Fee arrangements are flexible — the firm charges a percentage of assets under management and also offers hourly and fixed-fee engagements — and its business model is weighted toward non‑discretionary relationships, meaning many client accounts are managed with client approval rather than under full discretionary authority. Investment implementation leans heavily on pooled public vehicles for core allocations, and the firm supplements those holdings with third‑party alternative managers where appropriate. The adviser is not positioned as an active ESG investor and operates with a single‑owner structure rather than as a multi‑state or multi‑partner firm.

Assets & Accounts

Investments & Alternatives

Location & Offices