The Constant Guidance Advantage
See how we stack up against the industry standard.
The financial industry is dominated by two extremes: massive "call center" firms that treat you like a number, and high-commission brokers who sell products you don't need. We built Constant Guidance to be the alternative: Professional, Active, and Personal.
| Feature | Constant Guidance | Typical "Big Box" Firm |
|---|---|---|
| Investment Philosophy |
Active Management (Stock selection, Covered Calls, Treasuries) |
Passive / "Closet Indexing" (Generic ETFs and Mutual Funds) |
| Who Manages Your Money? |
A CFA® Charterholder (Direct access to the decision maker) |
Relationship Manager (Salesperson with no trading authority) |
| Legal Standard |
Fiduciary (100%) (Legally bound to act in your best interest) |
Suitability / Broker (Can sell products for commission) |
| Cash Management |
Direct Treasuries (Higher yield, state-tax free) |
Bank Sweep / Money Market (Often yielding significantly less) |
| Portfolio Customization |
Fully Tailored (Built around your specific goals/taxes) |
Model Based (You get "Model C" based on age) |
🏛️ Institutional Pedigree, Boutique Service
You shouldn't have to choose between Wall Street expertise and Main Street service. We combine the rigorous analysis of a CFA® Charterholder with the personal touch of a family office. We are small enough to know your name, but sophisticated enough to manage complex wealth.
🤝 Aligned Incentives (Fee-Only)
We have removed the conflict of interest. As a Fee-Only firm, we never accept commissions, kickbacks, or hidden trading fees. Our compensation is a simple percentage of the assets we manage. This means we only make more money when you make more money.
Experience the Advantage
Stop settling for the industry standard. Let’s discuss how a tailored, active approach can improve your financial future.
Schedule a ConversationFee-Only Disclosure: "Fee-Only" refers to the method of compensation where the advisor is paid directly by the client (typically a percentage of AUM) and receives no commissions or third-party payments. This distinguishes us from "Fee-Based" advisors who may charge a fee and collect commissions.
Fiduciary Capacity: While Constant Guidance Financial acts as a fiduciary, this does not imply that our services are flawless or that we can guarantee specific investment results. All investments involve risk, including the loss of principal.