Guiding Financial, LLC

Overview

Guiding Financial, LLC is a small, independent registered investment adviser focused on individual and family clients with an emphasis on financial planning and portfolio management for individuals and small businesses. The firm operates under an owner-managed structure and charges clients via a mix of percentage-of-AUM, hourly, and fixed-fee arrangements, which supports both ongoing portfolio relationships and project-based planning work. Public mutual funds are the dominant vehicle for client portfolios, while the adviser also directs capital into third-party real estate strategies when appropriate. The firm is not positioned as a large allocator of private fund capital and does not identify as an active ESG investor. Advisory activity centers on tailored planning and portfolio oversight rather than on institutional consulting or multi-state scale operations.

Assets & Accounts

Investments & Alternatives

Location & Offices