Guernsey Financial, LLC

Overview

Guernsey Financial, LLC is an independent registered investment adviser organized as an LLC and owned by an individual principal. The firm positions itself as a capital allocator serving both individual and family clients as well as institutional accounts. Its advisory services focus on financial planning and the selection of third‑party advisers, and the firm also operates as an insurance broker, integrating insurance and annuity solutions into client plans. Fee arrangements include both asset‑based fees and fixed fees. Guernsey does not emphasize ESG in its investment approach.

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Location & Offices