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Lifeguide Financial Advisors, LLC
LifeGuide Financial Advisors, LLC is a fee-only, independent registered investment advisor headquartered in Mechanicsburg, Pennsylvania. Founded in 2013, the firm serves clients nationally with a team-based approach rooted in biblical principles and fiduciary standards. LifeGuide specializes in financial life planning, investment management, and survivor assistance, helping clients—particularly followers of Jesus—align their finances with their faith to experience peace, freedom, and make an impact. The firm has 25 employees and delivers services to those with complex financial needs, emphasizing transparency, technical expertise, and client-centered planning.
Investment Strategy
LifeGuide Financial Advisors utilizes a comprehensive, fee-only fiduciary model. Their investment management philosophy centers on asset allocation to manage risk and enhance returns, integrated with financial life planning deeply rooted in Christian values. The firm strives for technical excellence, aligning investment options with client goals and values—including strategies inspired by biblically-based financial wisdom. LifeGuide offers individualized advice, integrating principles from Kingdom Advisors and Ramsey Solutions, emphasizing stewardship, intentional generosity, and empowering clients with transparent, long-term financial plans focused on both temporal and eternal impact.
Latest 13F Filing Activity
Lifeguide Financial Advisors, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 46 equity positions with a total 13F market value of $272M. The fund increased holdings in Dimensional Etf Trust, Dimensional Etf Trust, Dimensional Etf Trust among other positions. Lifeguide Financial Advisors, LLC reduced exposure to Ishares TR, Schwab Strategic TR, Vanguard World FD among others.
Top Holdings
Equity Positions (46)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFGR | DIMENSIONAL ETF TRUST | 21.73% | $59.0M | 2,186,062 | $26.28 | $27.31 | +$394.9K |
S SCHP | SCHWAB STRATEGIC TR | 16.46% | $44.7M | 1,682,351 | $27.74 | $26.95 | -$122.2K |
I IEF | ISHARES TR | 14.12% | $38.3M | 402,313 | $103.90 | $96.46 | -$162.9K |
D DFAC | DIMENSIONAL ETF TRUST | 8.23% | $22.3M | 620,084 | $27.99 | $38.57 | +$233.0K |
E ESGV | VANGUARD WORLD FD | 5.79% | $15.7M | 143,610 | $83.38 | $118.44 | -$32.7K |
Industry Allocation
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