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Mini evan guido
Aksala Wealth Advisors
Lakewood Ranch, FL

Evan Guido


Meet Evan

As Aksala Wealth Advisors we offer you a personalized financial strategy, not a generic investment program. Your individual portfolio will be based on your unique situation, your attitudes and preferences, your dreams and goals. It will be designed to account for change, both in the market and in your circumstances, so that it can work with you and for you at every stage of your life.

Our approach to financial…

As Aksala Wealth Advisors we offer you a personalized financial strategy, not a generic investment program. Your individual portfolio will be based on your unique situation, your attitudes and preferences, your dreams and goals. It will be designed to account for change, both in the market and in your circumstances, so that it can work with you and for you at every stage of your life.

Our approach to financial planning is straightforward:

• Focus on becoming your partner in building the future you desire. As we work together, we will thoroughly explain the investment strategies we recommend, so that you'll be fully comfortable with all aspects of your investment program. Every decision we make will be focused on achieving the results you want. Our mission is to help our clients achieve financial independence through professional advice, individualized planning, sound risk management, quality investment products, and personal, efficient service.

• Offering dependable personalized services to each of our clients. Aksala Wealth Advisors utilizes a diversified mix of investments, retirement planning and estate planning services to provide you with personalized service.

• Seeking lasting, quality relationships with clients. The team is a strong believer in asset allocation, encouraging clients to adopt common sense financial planning principles and to avoid trendy investment fads or speculative strategies. With that said, all markets offer opportunity and we will help guide you toward potential opportunities.

Aksala Wealth Advisors utilizes diversified portfolio management tools, retirement planning and IRA planning services. Seeking lasting, quality relationships with clients, the team is a strong believer in asset allocation, encouraging clients to adopt common sense financial planning principles and to avoid trendy investment fads or speculative strategies. With that said, all markets offer opportunity and we will help guide you toward potential opportunities.

We invite you to contact us today to schedule a complimentary initial consultation via phone or in our Sarasota office.

Mr. Guido provides educational investment articles in his column titled, Ask Guido, at the Sarasota Herald Tribune.

Take a look: Sarasota Herald Tribune - Personal Finance


Services offered

Investment Management
Financial Planning
Asset Allocation
Retirement Planning
Employer Sponsored Retirement Plans

Experience with

Small business owners
Business executives
Families

Fee structure

Based on % of assets
Flat Fee/Retainer

Education

Bachelors - University of Alaska Anchorage
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