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Helping You Sustain Your Legacy

To provide long term security for your family, you must have a blueprint for success. GuideMark Strategic Advisors can help get you there.

GuideMark Strategic Advisors offers comprehensive strategies through a spectrum of financial services. 

Welcome to GuideMark Strategic Advisors

Our company specializes in longevity. GuideMark Strategic Advisors clients have pursued their short-term and long-term goals through measured and perpetual discipline. Let us help turn your present portfolio into a lucrative future.

Whether you are a veteran of success or are just starting to manage your portfolio, GuideMark Strategic Advisors can help you achieve your goals with the intention to surpass them in time.

Contact us today for a free consultation.

Financial Guidance

One-size fits all policies are best left to vacation bike helmets. At GuideMark Strategic Advisors, we specialize in tailoring our plans to not only fit your current situation, but also provide a foundation for future growth. No matter where you are in your financial journey, we endeavor to take you to the next level.

Protecting your Legacy

Uncertainty leaves room for opportunity. At GuideMark Strategic Advisors, we can solidify tomorrow by planning today. As Warren Buffett said, you can sit in the shade tomorrow because of the tree you planted today.

Wealth Management

Growing your wealth requires patience and foresight. With our time-tested investment strategies, we’ll help you build long-term profitability through short-term planning.

Insurance Services

A good defense is the best offense. Let GuideMark Strategic Advisors surround you and your family with our leading insurance policies.

Our Areas of Expertise

Market Summary

College Planning

Rising education costs require a forward-thinking plan. GuideMark Strategic Advisors can help you prepare for one of life’s biggest investments.

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Accounting & Tax Services

Let us handle the details. We’ll help manage your affairs so tax season doesn’t seem so daunting.

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401k & IRA Rollovers

Managing your company’s 401k program can seem complicated, but GuideMark Strategic Advisors will make it easy. Our time-tested benefit strategies will leave your employees in good standing.

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