Financial Guidance Group, Inc.
Financial Guidance Group, Inc. is an independent, fee-only registered investment adviser based in Palm Harbor, Florida. Founded in 1993 by Carl von dem Bussche, Sr., CFP®, AIF®, the firm offers objective investment management and comprehensive wealth planning services exclusively on a fiduciary basis, free from commissions or product affiliations. As of 2023, the firm manages over $185 million in assets and is led by Christoph von dem Bussche, CFP® (CEO/CCO) and Carl von dem Bussche, Jr., CFP® (President). The firm serves a diverse range of private clients seeking unbiased advice and coordinated financial planning.
Investment Strategy
Financial Guidance Group, Inc. provides fee-only, unbiased investment management and wealth planning services. Their investment approach centers on building long-term wealth while managing risk and maintaining loss thresholds aligned to each client’s unique goals and risk tolerance. Portfolios are typically structured around four model strategies, selected to be both tax-efficient and risk-conscious. The firm values comprehensive financial understanding, integrating wealth planning with investment management, and utilizes a fiduciary standard to ensure all recommendations are in the client’s best interest. Asset allocation, ongoing monitoring, and tax efficiency are core principles of their investment philosophy.
Top Holdings
Equity Positions (83)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
Q QQQ | INVESCO QQQ TR | 7.84% | $16.1M | 29,269 | $390.62 | $551.64 | +$3.3M |
S SCHD | SCHWAB STRATEGIC TR | 6.85% | $14.1M | 531,741 | $25.76 | $26.50 | -$1.5M |
S SPY | SPDR S&P 500 ETF TR | 6.01% | $12.4M | 20,030 | $460.80 | $617.85 | +$1.2M |
Q QEFA | SPDR INDEX SHS FDS | 5.67% | $11.7M | 136,874 | $71.37 | $85.34 | +$1.5M |
J JEPI | J P MORGAN EXCHANGE TRADED F | 5.33% | $11.0M | 193,055 | $54.69 | $56.85 | -$585.7K |