GuidedChoice | GuidedChoice: Home
GuidedChoice is an independent advisory firm focused on retirement. We deliver high-quality investment advice, managed accounts, and planning services to people and organizations nationwide. Your future IS our business. You get help from a Registered Investment Advisor, trusted since 1999 by millions of individuals like you with more than $12 billion dollars of their hard earned savings.
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We take the guesswork out of planning for retirement
Choose your path below

  • Saving

    Retirement starts with saving. We start with a realistic projection of what you’ll need to retire, and work backward to help you save what you’ll need – whenever you get started.

  • Investing

    You can’t get something for nothing. But most people can get better returns with less risk. Maximizing outcomes for everyday retirement investors is at the core of what we do.

  • Spending

    Retirement is just the beginning. We help people turn assets into income, using an industry-leading approach designed to gain the most value over time from everything you’ve saved.

GuidedChoice is an independent advisory firm focused on retirement. We deliver high-quality investment advice, managed accounts, and planning services to people and organizations nationwide.

Your future IS our business

You get help from a Registered Investment Advisor, trusted since 1999 by millions of individuals like you with more than $12 billion dollars of their hard earned savings.

  • Why you'll love us

    • Save time
    • Save money
    • Build a truly personalized plan
    • Feel confident about your future – because everything we do is about you.
    • More

  • What we do

    • Planning and retirement investing
    • Optimize Social Security
    • Tax efficiency
    • There’s a lot more to real financial advice than just moving money around.
    • More

  • What to expect

    • Professional, expert advice
    • Ease of use
    • Honesty and transparency
    • Experience the peace of mind that comes with getting answers you can trust.
    • More

Invest like a pro with GuidedIRA

 

If you’re investing on your own, you still don’t need to go it alone. We’ve made professional advice affordable for millions of 401(k) participants. Now it’s available to everyone – with a managed IRA.

Learn More...

Get pricing

Open an IRA

How we lead

The investment business is a crowded place. Most firms do one thing well. We take the lead by meeting all the needs of our customers.

Personalized

Everyone needs to plan for retirement. But beyond that, we all have different needs, goals, responsibilities, and resources. We truly personalize what we do – so it works for you.

Professional

Sure, we make this stuff look easy. But it isn’t. We provide industrial-strength services based on the latest investment science and built by top financial and technology pros.

Trusted

We don’t sell anything except advice. We’re not owned by anyone else. We believe investment help works best when you’re totally independent. (Plus we just like it that way.)

Outcomes speak louder than words

70

More Savings

401(k) plan participants who get advice, showed a 70% savings rate increase.

83

Improvement

The same participants did better than those without investment help 83% of the time.

Get In Touch

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Corporate Headquarters

8910 University Center Lane, Suite 400
San Diego, CA 92122
1-888-675-4532
info@guidedchoice.com


Customer Support

1-800-774-7459
help@guidedchoice.com


Business Partner Inquiries

1-888-675-4532 x 103
salesinfo@guidedchoice.com