See where we can take you

Our dedicated team of financial advisors is ready to help guide you toward the future you’ve always envisioned. Connect with one today!


  • Financial Advisor

    267-932-8071
    brad@porterandguide.com

    Specialties Include:
    Estate, Retirement,
    Business & Special Needs Planning


  • Office Manager

    267-932-8071
    suzanne@porterandguide.com

    Specialties Include:
    Scheduling, Account Information, Account and Contact Updates


  • Financial Advisor

    267-517-4318
    mike@porterandguide.com

    Specialties Include:
    Retirement & Goal Planning,
    Cash Flow Analysis


  • Advisor Support Specialist

    484-632-2597
    austin@porterandguide.com

    Specialties Include:
    Account Maintenance,
    Distribution Requests


  • Operations Specialist

    267-932-8335
    jimmy@porterandguide.com

    Specialties Include:
    Account Creation & Access, Distributions, Beneficiary Updates


  • Advisor Support Specialist

    ​​267-664-0323
    kyle@porterandguide.com

    Specialties Include:
    Account Maintenance,
    Distribution Requests