Need independent, objective wealth and investment management advice?

Independent, Experienced, Credentialed, and Family-Owned.
Our Mission is to provide a superior level of unbiased advice to simplify, consolidate, and organize our clientsโ€™ financial life while developing a plan to reach their financial goals. As fiduciary fee-only advisors, our commitment is always to put your best interests first.

Who We Are

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

Who We Are

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

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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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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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

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

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

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
Conveniently Located In Greater Tampa Bay, FL and Nashville, TN Area
Tampa Bay, FL Area
Tampa Bay: (727) 787-7526
Nashville, TN Area
Nashville Area: (615) 721-8827
Fee Only
Focus On
DACFP
NAPFA
Certified Financial Planner
Accredited Investments