Need help finding a financial advisor?
Get started with a FREE 15 minute call to a GuideVine Concierge
It’s never too late or early to start saving and growing your
financial future!
The GuideVine Concierge Service is simple, convenient, and always FREE
Book a 15 minute appointment with a GuideVine Concierge.
The Concierge will answer any questions you have and provide guidance on financial advisors.
Speak with as many advisors as you want for free and pick the one that’s right for you!
There is never a charge to use guidevine.com, the GuideVine Concierge
Service, or to speak with or meet a financial advisor. GuideVine does
not sell your information to advisors. Advisors pay a fee to be
listed with GuideVine.
Meet the GuideVine Concierge Team
Ana
Each GuideVine Concierge is empowered to take action to assist, problem solve, and provide exceptional service.
Olivia
We treat our role with the utmost respect and are never compensated on commission, volume, or even if you sign with an advisor.
Raghav
GuideVine’s entire goal, and mine as CEO, is to guide you to the best financial advisors suited for your financial goals.
Book now and get started!
GuideVine Essentials
The GuideVine Checklist for Finding a Financial Advisor
As you’re selecting advisors to meet with, here are some resources
to help you with the process and prepare you for your meetings
The GuideVine Promise
Advisors on GuideVine are:
Properly Registered
with the SEC or their State
Pre-screened
through a civil, regulatory and criminal diligence to make sure they have good records
Fiduciaries
which means they are legally obligated to only work in your best interest
Experienced
on average they have 18 years of experience and manage $180 million each
There is never a charge to use guidevine.com, the GuideVine Concierge
Service, or to speak with or meet a financial advisor. GuideVine does
not sell your information to advisors. Advisors pay a fee to be
listed with GuideVine.
