1225 State Route 31 Building C, Suite 324

Lebanon, New Jersey 08833

1225 State Route 31 Building C, Suite 324 Lebanon, New Jersey 08833
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Protect, Grow, and Reduce Taxes on Your Wealth

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Mission Statement

I first met Nick when I worked with him at his previous firm. After seeing how well he treated his clients and how his clients trusted and respected him, I knew that I wanted him to become our financial advisor too and my husband and I moved our money to him. Nick is a continuous learner of the industry; always reading, attending webinars, and attending classes so he can always offer his clients the very best advice and recommendations. Nick has a conscience, is honest and has high integrity, and will only make recommendations that he believes will benefit the client. He takes the time to listen to your goals and objectives and will customize a plan to meet those goals and objectives. He is quick to return phone calls and e-mails and will make himself available to you for questions and concerns. My husband and I highly recommend Nick Guida as a Financial Advisor.
Jeff and Sandy Taschler
Nick is everything you want in a financial advisor. He's smart, innovative, creative and understanding. He's always had our back to protect our investments and also shown us ways to improve our positions in the market. And he's proactive. He'll let us know where market trends are headed before we've had to ask. We're very satisfied with his performance and hope to be with him for the long haul.
Ted Wolff
Nick has been managing my accounts for a while now and I could not be happier with my experience. He is knowledgeable and communicative and has really helped me navigate the financial world and make the best choices in planning for our future. It is clearly not only a job but also a passion for him, and I know that my family and I are in good hands. Thank you for your dedication and hard work!!
Arielle Thomas
Mindfull and open minded with helping his clients with future retirement planning as well as knowledgeable in so many options i.e. pensions, Roth IRAs 401k and SSI of how to set up the most comfortable way when thinking of planning retirement. As well as the staff Courteous Respectful and understanding of today's economic climate. Personally I have complete confidence that Nick Guida and his staff have my best interests and future goals at heart.
Rick Colon

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 VISION

We believe that with the right resources & guidance,​ families can transform their financial future.

Core Values

Teamwork.

We collaborate closely with families to understand their needs and deliver solutions that exceed expectations through shared goals and open lines of communication.

Proactive.

We are dedicated to a culture of lifelong learning, and taking the actions necessary to help our clients live more financially stress free lives.

Innovation.

As a boutique independent wealth management firm, we strive to align ourselves with strategic partners, resources,  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.

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.

Nick learned the value of financial literacy when his father joined MetLife, which would eventually plant the seed to drive Nick’s career. After nine years at Met, Nick’s father struck out on his own as an independent advisor. Nick later joined him as a partner, and they created a family practice together in the Lehigh Valley for eleven years: A Better Way Financial. In June 2022, Nick decided that it was time to create a trusted family practice of his own located in Lebanon, New Jersey, called Guidance Wealth Advisors.

Our Founder, Nick Guida, takes pride in creating a welcoming environment to help affluent individuals, families, and foundations gain access to strategies and resources that are custom-built for their particular circumstances. The way Nick envisions the relationships with the people he serves is that they’re the CEO, and he and his firm are the supportive CFO bringing well-vetted resources and advanced tax planning strategies to the table. Nick has demonstrated his industry knowledge by writing articles published by Fortune.com, Money.com, Annuity 123, and Forbes.com.

Family and creating genuine relationships are at the core of Nick’s mission at Guidance Wealth Advisors. Nick believes that families with strong values make the backbone of a flourishing community, and he has begun to start his own family with his wife, Melat (who recently gave birth to their first child: Nyla). You’ll often find Nick and Melat involved with local charities such as the ASPCA, along with international efforts to help displaced civilians in Melat’s native country of Ethiopia.

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Samantha Baghal

Financial Advisor

Samantha Baghal, Financial Advisor

Samantha Baghal is a financial advisor dedicated to helping Guidance Wealth Advisors’ clients protect, grow, and reduce taxes on their wealth. She partners closely with families to provide thoughtful, personalized guidance that aligns with their unique goals while striving to deliver tremendous value. Samantha plays a key role in the firm’s day-to-day operations, serving as a point of contact for client service needs, supporting the development of financial plans & Progress Reports, and she collaborates on cross-functional initiatives, including various marketing efforts.

Samantha earned her Bachelor of Science in Business Administration from Seton Hall University, graduating summa cum laude with dual majors in Finance and Marketing and a minor in Economics. She is licensed as a New Jersey Life, Annuity & Health insurance producer and has earned her Series 65 Fiduciary credentials, equipping her to support clients across a broad range of investment and insurance needs. Born and raised in New Jersey, Samantha enjoys spending time with family and friends, discovering new restaurants, and enjoying movies, books, and music across all genres.

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Heather Crump

Client Services Specialist

Heather Crump, Client Services Specialist

Heather is our Client Services Specialist where she supports our client-related inquires such as new account openings, disclosure releases, account transfers, and all necessary documentation. She streamlines communication with various providers and focuses on delivering an outstanding client experience with the families we serve.
Heather lives with her husband Michael, daughter Mariah, and their two Boxers, Comet and Alice in Northampton County, PA. Her daughter is an equestrian with three horses: Gatsby, Rolls Royce, and Toby. In her free time, Heather spends time at the barn with Mariah watching her train and compete and she also enjoys time with her family and friends. Heather also loves to travel with her husband.

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Judy Kim

Director of Operations

Judy Kim, Director of Operations

Sung Sil “Judy” Kim, Lean Six Sigma Black Belt (LSSBB), serves as the Director of Operations at Guidance Wealth Advisors. She manages the daily operations while driving key organizational initiatives and operational strategy. She oversees human resources and regulatory compliance, ensuring alignment and effective risk management across the business. Through a disciplined, data-driven practices and a focus on leadership development and training, she drives workflow improvements, strengthens cross-functional collaboration, and delivers measurable results that enhance efficiency, consistency, and overall operational performance.

A proud New Jersey native, Judy was born and raised in Central New Jersey and earned a degree in Psychology from Rutgers University. Throughout her career, she has demonstrated an unwavering commitment to professional excellence, consistently driving improvements that elevate both client and employee experiences. Judy and her husband, David, enjoy living in the scenic Hunterdon County and Delaware Rivertown communities, embracing outdoor activities such as hiking, biking, and kayaking, as well as the area's vibrant arts, music, and cultural offerings. 

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Michael Wall

Strategic Connection

Michael Wall, Strategic Connection

Michael is the owner of U.S. Private Wealth, LLC. He and his team assist Guidance Wealth Advisors with sub-advisory services.
Guidance Wealth Advisory clients have exclusive access to a trademarked process called “The Efficient Portfolio” through the strategic connection with U.S. Private Wealth which plays a significant role in helping families Protect, Grow and Reduce Taxes on their wealth.
Guidance Wealth Advisors chooses to utilize the services of U.S. Private Wealth as a sub-advisor for Guidance Wealth Advisors. Guidance Wealth Advisors and U.S. Private Wealth are not affiliated.

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Dalton Helvey

Strategic Connection

Dalton Helvey, Strategic Connection

With a strong focus on research and strategy, he is committed to helping families protect, grow, and reduce taxes on their wealth. Dalton is passionate about providing education and believes that the first step in successfully managing your wealth is to fully understand what options are available. Having a background in the financial industry in Michigan, he is proud to now be serving the South Florida area and is excited to be a part of a team working to improve families’ financial situations.
Dalton received his B.B.A. in finance and accounting from the University of Michigan. He and his family are actively involved in the church community in South Florida. In his spare time, he enjoys traveling and surfing local beaches. Dalton is a portfolio manager and Investment Advisor Representative for U.S. Private Wealth.

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Wade Behlen

Managing Director of Retirement Plans

Wade Behlen, Managing Director of Retirement Plans

Wade joined Feltz WealthPLAN in 2007 to spearhead the company’s Group Retirement Plan Division. With over 28 years of business-to-business sales management experience, Wade brings a unique perspective to the division he directs. Wade enjoys building and strengthening relationships and assisting business owners in pursuing their corporate goals through the management of their retirement plans. Working with a variety of companies, he particularly finds fulfillment in the diversity of business owners’ visions and helping them realize their aspirations.Wade was named to the Financial Times ‘Top 401 Retirement Plan Advisors’ list in 2015, 2018, and 2019. Wade and WealthPLAN Partners (Feltz WealthPLAN) were the only Advisor and firm selected in the state of Nebraska. Series, 6, 63, 65, AIFA.

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Chris Heerlein

Businesses Consultant

Chris Heerlein, Businesses Consultant

Chris Heerlein, a Texas native, is a partner at Reap Financial and founder of REAP Private Client Group (RPCG), a family practice that helps private business owners, top-level executives, and affluent individuals create, transition, preserve and grow their wealth over generations.

Chris helps Guidance Wealth Advisors with their business practices and back-office support systems.

Read More

Michael Wall

Strategic Connection

Michael Wall, Strategic Connection

Michael is the owner of U.S. Private Wealth, LLC. He and his team assist Guidance Wealth Advisors with sub-advisory services.
Guidance Wealth Advisory clients have exclusive access to a trademarked process called “The Efficient Portfolio” through the strategic connection with U.S. Private Wealth which plays a significant role in helping families Protect, Grow and Reduce Taxes on their wealth.
Guidance Wealth Advisors chooses to utilize the services of U.S. Private Wealth as a sub-advisor for Guidance Wealth Advisors. Guidance Wealth Advisors and U.S. Private Wealth are not affiliated.

Read More

Dalton Helvey

Strategic Connection

Dalton Helvey, Strategic Connection

With a strong focus on research and strategy, he is committed to helping families protect, grow, and reduce taxes on their wealth. Dalton is passionate about providing education and believes that the first step in successfully managing your wealth is to fully understand what options are available. Having a background in the financial industry in Michigan, he is proud to now be serving the South Florida area and is excited to be a part of a team working to improve families’ financial situations.
Dalton received his B.B.A. in finance and accounting from the University of Michigan. He and his family are actively involved in the church community in South Florida. In his spare time, he enjoys traveling and surfing local beaches. Dalton is a portfolio manager and Investment Advisor Representative for U.S. Private Wealth.

Read More

Wade Behlen

Managing Director of Retirement Plans

Wade Behlen, Managing Director of Retirement Plans

Wade joined Feltz WealthPLAN in 2007 to spearhead the company’s Group Retirement Plan Division. With over 28 years of business-to-business sales management experience, Wade brings a unique perspective to the division he directs. Wade enjoys building and strengthening relationships and assisting business owners in pursuing their corporate goals through the management of their retirement plans. Working with a variety of companies, he particularly finds fulfillment in the diversity of business owners’ visions and helping them realize their aspirations.Wade was named to the Financial Times ‘Top 401 Retirement Plan Advisors’ list in 2015, 2018, and 2019. Wade and WealthPLAN Partners (Feltz WealthPLAN) were the only Advisor and firm selected in the state of Nebraska. Series, 6, 63, 65, AIFA.

Read More

Chris Heerlein

Businesses Consultant

Chris Heerlein, Businesses Consultant

Chris Heerlein, a Texas native, is a partner at Reap Financial and founder of REAP Private Client Group (RPCG), a family practice that helps private business owners, top-level executives, and affluent individuals create, transition, preserve and grow their wealth over generations.

Chris helps Guidance Wealth Advisors with their business practices and back-office support systems.

Read More

In The Media

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Services

We come alongside families to help them Protect, Grow, and Reduce Taxes on their wealth.

We are uniquely qualified to serve three types of clients:

  • High Net Worth ($ 1 million + of investible assets minus liabilities excluding primary residence).
  • High Income Earners ($500k+ of annual household Income).
  • Business Owners (A member of one of the aforementioned groups, who also has additional financial planning opportunities). 
  • On-Market and
    Off-Market Investments
  • Private Equity
  • Healthcare and Long-Term
    Care Planning
  • Correctly Designed Insurance
  • Legacy Planning
  • Retirement Planning
  • Advanced Tax Planning
  • Retirement Benefits Plans
    (401k, 403b, 457b)
  • Direct Real Estate
  • Private Lending
Schedule a Portfolio Review

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.

Let’s Get Started!

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

EDUCATIONAL WORKSHOP.

October 14, 2026
–
6:00pm
EST
Trump National Golf Club (Bedminster) 600 Lamington Road, Bedminster, NJ 07921

EDUCATIONAL WORKSHOP.

October 15, 2026
–
6:00pm
EST
Trump National Golf Club (Bedminster) 600 Lamington Road, Bedminster, NJ 07921
All registrations are subject to qualifications. Our office will be in touch to confirm your registration and provide more details.

Register For Event

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