Lindsay Guido

About Lindsay Guido

As a wealth manager and financial planner. I love solving problems and helping people to improve the quality of their lives. My approach is focused on conscientious service, honesty, and compassion. I can help people to understand their resources, needs & goals and to take control of their current and future well-being. 

We are an independent, fee-based, financial advisory firm which is entirely woman-owned and operated, and we are fiduciaries which means we are required to place our client’s interests above our own. We don’t work on commission and are not tied to any particular products or other companies and our independent status allows us to remain objective and able to access every tool in the chest for our clients.

We work with businesses, individuals, and families in planning areas including investments, college savings, retirement planning, understanding estate plans and tax implications, as well as general money and debt management, budgeting, and the navigation of major life events. Initial complimentary consultations are available to anyone who wants to explore the benefits of a financial solutions relationship.