Need independent, objective wealth and investment management advice?

Our Mission at Financial Guidance Group is to provide a superior level of coordinated, unbiased advice to help you achieve your financial goals, simplify your financial life and provide peace of mind through professional wealth management. As Fee-Only advisors, we are committed to serving as your fiduciary wealth management team. This means you can count on us to always put your best interest first.

Who We Are
two_different

A Comparison of Financial Guidance Group, Inc. and most Major Wall Street Brokerage Firms

Who We Are
theguys
two_different

A Comparison of Financial Guidance Group, Inc. and most Major Wall Street Brokerage Firms

Who We Serve

We serve a wide range of clients, from those just starting out to those preparing for, or already in retirement.

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    Professionals & Executives

     

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    Retirement

     

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    Entertainers

     

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    Athletes

     

How We Help
relationship

Full disclosure and fee-only compensation

We ardently believe that customers deserve to know exactly how their financial professional is compensated. We are committed to fee-only financial planning to ensure all conflicts of interest regarding compensation are removed from any financial advice.

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planning_2

Wealth Planning Services

Most financial advisors and brokers focus solely on investment management and portfolio allocation. But this is only one part of the planning process. We believe that our wealth planning analysis is foremost in identifying a client’s current situation, portfolio allocation, historic performance, risk level and internal investment costs.

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investment

Diversification among asset classes and long term investing

No one can predict which asset class will perform best in any one year. This is why we believe in building downside protection into every portfolio we manage. In addition, we believe success is more probable if the client takes a long-term focus. Market timing does not work. By long term we mean developing a portfolio based on goals, risk, time horizon, and loss threshold and sticking with that portfolio until one of the above factors changes. The keys to investing are faith, patience and discipline.

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Relationship
relationship

Full disclosure and fee-only compensation

We ardently believe that customers deserve to know exactly how their financial professional is compensated. We are committed to fee-only financial planning to ensure all conflicts of interest regarding compensation are removed from any financial advice.

Read More
+
Planning
planning_2

Wealth Planning Services

Most financial advisors and brokers focus solely on investment management and portfolio allocation. But this is only one part of the planning process. We believe that our wealth planning analysis is foremost in identifying a client’s current situation, portfolio allocation, historic performance, risk level and internal investment costs.

Learn More
+
Investment
investment

Diversification among asset classes and long term investing

No one can predict which asset class will perform best in any one year. This is why we believe in building downside protection into every portfolio we manage. In addition, we believe success is more probable if the client takes a long-term focus. Market timing does not work. By long term we mean developing a portfolio based on goals, risk, time horizon, and loss threshold and sticking with that portfolio until one of the above factors changes. The keys to investing are faith, patience and discipline.

Learn More
our_locations
Conveniently Located In Tampa, FL and Nashville, TN
TAMPA, FL
Tampa: (727) 787-7526
Nashville, TN
Nashville: (615) 241-0785
NAPFA
Fee Only
Focus On
Accredited Investments
Certified Financial Planner