Our Clients

My Portfolio Guide was founded after years of learning what investors really need from an advisory firm and a relationship standpoint. The financial services industry has changed dramatically and this is especially true over the past decade.

My Portfolio Guide serves the following types of clients nationwide:

  • High Net Worth Individuals
  • Company Retirement Plans
  • Business owners working to create wealth and save for the future
  • Retirees
  • Trusts and Estates
  • Foundations
  • Professionals that are time strapped or handcuffed by Independence issues

We strive to truly change the way relationships are formed and maintained in the financial services industry. What clients find at My Portfolio Guide is a connection to a new way of doing business that feels like you’re dealing with family. Finance can be extremely personal and complex and as a fiduciary of people’s goals, we manage our relationships with the utmost care, trust, and responsibility. We aim to sit on the same side of the table as you and look forward to building a solid long-term relationship.

To see if we are a fit for you or could improve your current situation, click the “Let’s Get Acquainted” button to the right.