GUIDING FINANCIAL

Overview

Guiding Financial is an independent registered investment adviser operating as a limited liability company that serves individual and family clients. The firm provides financial planning and discretionary portfolio management for individuals and small businesses, charging a mix of percentage-of-AUM, hourly, fixed and other fee arrangements. Guiding Financial is not a capital allocator and relies on external managers rather than running proprietary funds. Its reported holdings are heavily weighted to public funds and mutual funds, and the firm does not position itself as an active ESG investor. With a compact client base and concentrated assets, the firm appears to emphasize customized planning and account-level structuring rather than broad retail scale.

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Investments & Alternatives

Location & Offices