Exceptional advice, in all phases of life.
Guide Wealth Management was founded in 2015 with a mission to deliver exceptional financial advice.
We are an independent, fee-only advisory firm working with clients in all phases of life. Our focus is on situations where deep, integrated thinking — across planning, investments, and tax — adds real value.
We are deliberately boutique. Every client works directly with the founder, not a junior associate or a rotating team. That keeps the advice consistent, the relationships durable, and the work focused.
Our purpose is to help guide clients from where they are today to where they want to be.
Matthew Hague, CFP®, EA
Matthew Hague
I'm a CERTIFIED FINANCIAL PLANNER™ professional and an Enrolled Agent with the IRS. I hold a Bachelor's degree in Business, a Master's degree in Taxation, and studied Financial Planning at NYU.
I founded Guide Wealth Management in 2015 to provide the kind of independent, fiduciary advice I felt the industry was missing — direct, fee-only, and free of the product quotas and commission structures that compromise so much of what passes for financial advice.
When I'm not working with clients, you'll usually find me reading about taxes (yes, really) or trying to explain concentrated stock decisions to anyone who will listen.
Got questions?
Get in touch.