1225 State Route 31 Building C, Suite 324

Lebanon, New Jersey 08833

1225 State Route 31 Building C, Suite 324 Lebanon, New Jersey 08833

Protect, Grow, and Reduce Taxes on Your Wealth

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Our Mission

At Guidance Wealth Advisors, our mission is to protect our clients’ time and energy. We do this by helping them make smart decisions around their wealth so they can focus on what matters most to them.

Our Values

Ambitious.

We take pride in providing significant, tangible value to the families that we serve.

Proactive.

We’re dedicated to learning and taking the actions necessary to help our clients live more financially stress-free lives.

Resourceful.

As an independent firm, we strive to align ourselves with strategic partners and financial tools that have a proven track record of getting results.

Stewardship.

We believe in planting shade trees under which we will never sit and we want to empower people to live with purpose.

Meet The Team

Nick Guida

Founder & CEO

Coming from humble beginnings, Nick experienced first-hand the challenges that coincide with growing up in that environment. From an early age, he promised himself that as an adult, he would provide his family a lifestyle where finances were not a constant obstacle. Little did he know that his career path would be helping others do the same.

Heather Crump

Client Services Specialist

Judy Kim

Operations Manager

Muhammad Basha

Client Services Assistant

Michael Wall

Strategic Connection

Dalton Helvey

Strategic Connection

Wade Behlen

Managing Director of Retirement Plans

Chris Heerlein

Businesses Consultant

Michael Wall

Strategic Connection

Dalton Helvey

Strategic Connection

Wade Behlen

Managing Director of Retirement Plans

Chris Heerlein

Businesses Consultant

Services

Our Financial Planning Process

Efficient Portfolio™

Efficient Portfolio™ is a proprietary process owned by US Private Wealth . Guidance Wealth Advisors has exclusive access to be able to implement this through our strategic connection with U.S. Private Wealth.

We believe that combining efficiency and quality resources equal the greatest asset of all: time. We take the time to look where others don’t, for opportunities to reduce your tax liability and amplify your legacy. Utilizing Efficient Portfolio™, we will create a custom financial plan designed to help you reach a higher state of financial confidence and well-being. 

Phase 1

Discovery.

Ensuring value on both sides of the relationship.

Education.

What you need to know

Phase 2

Creating a plan.

Custom-tailoring your own Efficient Portfolio ™.

Transition.

Transferring the accounts

Phase 3

Implementation.

Deploy your personalized Efficient Portfolio ™

Delivery.

Finalization & Access

Moving forward, we’ll be proactive in managing your portfolio. We’ll be bringing well-vetted deals, strategies, and advice to the table that we feel you should know about. We will share with you our opinions, publications, and third-party pieces about relevant topics of interest via email, social media, video technology, and in person settings. You’ll also have an online portal where you can view your portfolio whenever you like. We’ll schedule ongoing progress meetings (virtual or in-person) that are mutually convenient. In between progress meetings, we’ll see you at client appreciation events we host throughout the year. Together, we’ll create a relationship that allows us to collaborate as needed.

Download a complimentary copy of Nick's book!

Do you want to generate cash flow from your investments?  Are you concerned about being overly reliant on the stock market for growth? Download a free copy of our E-book to learn about some concepts that can help. Register here to receive The Book on Retirement, A Better Way to Stretch Your Retirement Dollars While Living the Lifestyle of Your Dreams!

Upcoming Events

Tax Workshop.

August 15, 2024
6:00pm
EST
Northampton Country Club
All registrations are subject to qualifications. Our office will be in touch to confirm your registration and provide more details.

Register For Event

Let's Get Started