glyph-chat-action glyph-locator-map glyph-score-shield logo-bloomberg logo-cnbc logo-cnbc-horizontal logo-fox-business logo-investopedia logo-wall-street-journal logo-yahoo-business logo-fa logo-investment-news logo-ria-biz logo-think-advisor logo-gma actcon-caret-left actcon-caret-right actcon-chat-bubbles actcon-chat-bubbles actcon-check actcon-check-circle actcon-city actcon-email actcon-external-link actcon-lightbulb actcon-location actcon-pencil actcon-phone actcon-profile actcon-social-facebook actcon-social-twitter actcon-target actcon-time-morning actcon-time-afternoon actcon-time-evening actcon-x actcon-building
Questions? Need help?
Book a Concierge!
Concierge plug ana

Need help finding a financial advisor?

Get started with a FREE 15 minute call to a GuideVine Concierge

Book an appointment Watch 2 minute video
Mascot guy
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

Concierge step 1
Book a 15 minute appointment with a GuideVine Concierge.
Concierge step 2
The Concierge will answer any questions you have and provide guidance on financial advisors.
Concierge step 3
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
Ana

Each GuideVine Concierge is empowered to take action to assist, problem solve, and provide exceptional service.
Concierge team olivia
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
Raghav

GuideVine’s entire goal, and mine as CEO, is to guide you to the best financial advisors suited for your financial goals.
Want to get in touch?
concierge@guidevine.com 844-GuideVine ext. 1
(844-484-3384 ext. 1)
Title card icon checklist
GuideVine Essentials

The GuideVine Checklist for Finding a Financial Advisor

GuideVine circle mark

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.
Spinner Loading...