Guideway Financial, LLC

Overview

Guideway Financial, LLC is an independent registered investment adviser that focuses on serving individual and family clients. The firm combines fee-based portfolio management with financial planning and educational services, and it also operates as an insurance broker and seller of other financial products. Its advisory offering includes financial planning, portfolio management for individuals and small businesses, pension consulting, periodic publications, and client-facing seminars or workshops. Investment activity is centered on pooled public vehicles—primarily mutual funds and other public funds—rather than concentrated single-stock positions. The firm charges fees on a percentage-of-AUM basis and also offers hourly and fixed-fee engagements, allowing flexibility across planning and advisory work. Guideway Financial is not identified as an active ESG investor and is not registered as a multi-state adviser; ownership is at the individual level and the firm operates as an independent RIA.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices