The Guide Mission

Our mission is to guide individuals and organizations to align the decisions they make around money to their purpose for it.

"If you are willing to speculate or gamble with your money, your purpose for it isn’t strong enough"

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Ron Geer
President

“If you don’t know the purpose for your money, an online retailer can give you one and deliver it to your porch the next day.”

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Kristi Geer
Financial Advisor

“Don’t confuse financial products for a financial plan.”

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Randall Davey
Financial Advisor

“Either you will have a plan for your money, or it will have a plan for you.”

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Ron Geer
President

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The Name
The role here

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The Name
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The Guide Team

The Guide team was born in friendship, allied around a commitment to each other and to the Golden Rule.

We consist of like-minded professionals, credentialed to advance a particular philosophy of helping build and protect wealth.

Clients who work with one of us will more than likely work with several of us.

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Charitable giving

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