Guidant Wealth Advisors Employee Directory

Financial ServicesIllinois, United States0-1 Employees

Guidant Wealth Advisors is a financial services firm based in Palatine, Illinois, focused on comprehensive, fee-based financial planning in addition to wealth management. The practice emphasizes holistic guidance that includes income tax reduction strategies, insurance reviews, education planning, retirement planning, and estate planning, aiming to help individuals and families make informed decisions about their finances. Its client base is described as wealthy individuals and families with assets ranging from one to ten million dollars, served from the local area with a nationwide client list. The company operates in a multi-faceted advisory space, delivering independent, unbiased investment advice as a registered investment advisor, with securities offered through a separate broker-dealer partner. Recent activity noted in public sources includes the acquisition of Guidant Wealth Advisors by EP Wealth Advisors in early 2020, indicating a significant organizational change while the firm’s original location and service focus remained centered on its Palatine base.

Sign up for free to view info

Company overview Email format