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Leading With Loyalty

At Guiding Wealth Financial Partners, we prioritize trust, commitment, and a genuine concern for the well-being of the individuals and families we serve. By cultivating strong relationships with our clients, we gain profound insight into unique situations, enabling us to provide highly personalized advice. Our comprehensive and collaborative approach to wealth management extends beyond the financial landscape to align strategies and planning with our clients' broader goals and aspirations.

Our Services

We appreciate the variety of needs a complex financial life requires, and we welcome the challenge of developing a unique approach that is right for each client. We provide a wide range of advice in financial management, integrated wealth preservation, strategic philanthropy, and legacy planning. We aim to apply our knowledge and experience to manage your wealth holistically. Some of the specific services provided by Guiding Wealth Financial Partners include:

Financial Planning Services

Portfolio Analysis

Retirement Planning

Estate Preservation

College Funding

Insurance Needs Analysis

Investment Tax Awareness/Mitigation

Federal Benefit Planning

Business Owner Succession Strategies

Your Needs Are The Top Priority

We have built our reputation on prioritizing clients’ needs and remaining laser-focused on their goals. Guiding Wealth Financial Partners is an independent firm that helps individuals and business owners manage their wealth, maintain their lifestyle during retirement, and leave a legacy for their families and communities. We offer clients the resources and expertise of a national company with the personalized attention and dedication only a boutique wealth management firm can provide. 

Your Financial Advisor

Managing Director

John Guidi, CRPC®

As a CHARTERED RETIREMENT PLAN COUNCILOR℠, John focuses on corporate retirement plan design, monitoring, advising and plan participant counseling. John’s process is focused on implementing goals-based financial strategies while providing exceptional service to help his clients to minimize risk and grow their wealth. John strategically partners with market leaders in the industry to develop complex and unique planning strategies.

John also works with corporate clients, specifically in the defense contractor space helping them with qualified and non-qualified benefit strategies and succession planning.

John and his wife reside in McLean, VA, with their three sons. John enjoys coaching soccer and also volunteers and stays active in his local church.

Professional Experience

  • Merrill Lynch, Financial Advisor
  • SAIC, Financial Planning and Analysis Manager
  • PriceWaterhouseCoopers, Tax Associate

Professional Licenses

  • FINRA Series 7, Series 66
  • Life and Health Insurance Licensed

Education

  • Baylor University, BA, Economics
  • Capella University, MBA, Finance

Chartered Retirement Planning Counselor℠ and CRPC® registered service marks of the College for Financial Planning.

Will Brand, CRCP®

Chief Compliance Officer

Erin Corbett

Managing Director, Operations

Ryan Geschke

Managing Director, Investments & Trading

Jenny Kurz

Director of Marketing

Lauren Lehman, CFA®, CFP®

Head of Portfolio Management

Arianna Rodriguez, CIMA®

Senior Portfolio Manager

Get In Touch

Do you have questions for Guiding Wealth Financial Partners and want to get in touch? Give us a call Monday – Friday, 8:30 a.m. – 4:30 p.m. ET, or email us at any time. We are here to serve you.