Alex Mongan
Financial Advisor
As a Financial Advisor at Porter + Guide Wealth Management, I'm passionate about helping clients retire with confidence and live with financial purpose. I believe money is more than a number — it's a tool, and when used intentionally, it has the power to turn your biggest dreams and goals into a reality.
Whether you're planning for retirement, building a legacy, or simply trying to get a clear picture of where you're headed, I'm here to walk through it alongside you with a clear plan, honest guidance, and a genuine investment in your future.
Outside of work, I'm a proud Philadelphia sports fan through and through and nobody holds a bigger place in my heart than the Philadelphia Eagles. Win or lose, the passion never wavers.
Contact: 267.895.5470
My Approach
What began as a passion project has evolved into something more. We’re proud of where we’ve been and even more excited for what’s ahead. What sets us apart isn’t just our process—it’s the intention behind it. We take time to understand, explore, and create with purpose at every turn.
Simple ideas
Through every step, we've focused on staying true to our values and making space for thoughtful, lasting work.
Lasting impact
We build with clarity, act with integrity, and always stay curious.