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Looking for the right financial advisor?
We can help!

Let's Get Started

Your Goals

Tell us about yourself. We use a few pieces of information to match you with potential advisors.

Your Matches

View your advisor matches. Watch videos, browse profiles and find the ones you like best.

Your Choice

Interview advisors. Set up free calls and meetings to find the best fit for your goals.

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About GuideVine

Our Purpose

Advisors listed on GuideVine are pre-screened and must be properly registered, experienced fiduciaries with strong regulatory histories. Our advisors have 18 years of experience and manage 150 million dollars on average.

Our Approach

Finding the right advisor is one of the most important things you can do. By asking a tailored set of questions, we match you with the right experts. That way, you can focus on the best advisors for you and finding the right fit.

Your Privacy

You're in full control of who you connect with and if you decide to work with someone. Other services sell your information to any interested advisor; we don't. Your private data is never sold, and you will not be contacted by anyone you haven't approved.

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