President
Senior Wealth Management
Evan Guido entered the investment business in 2002. Evan specializes in portfolio construction with an emphasis on retirement income. He firmly believes that relationships built on trust, dependability, and professionalism drive his business.
Evan holds a series of workshops in the community and is a member of numerous clubs and committees in Sarasota. Evan served as the Commodore (Elected CEO) of the Bradenton Yacht Club, and was on the Board from 2007 – 2013. He has been awarded Sarasota Top Wealth Advisor by 5 Star Professional yearly since 2011 along with 2018 Forbes Top Next Gen-Advisor List. You can find Evan writing about financial matters within the Sarasota Herald-Tribune.
Originally from St. Petersburg, Florida, Evan spent 11 years in Alaska where he attended the University of Alaska and started his career in the investment business. Evan spends his free time boating and fishing with his wife Brittany and his three children: Olivia, Savannah, and Hudson.
Investment Solutions
Who We Serve
We help hard working individuals and families prepare and transition into retirement from the working years. Many would consider themselves the Millionaire Next Door, by accumulating assets through prudence and hard work.
Our services help many people with a focus on the needs of retirees or (those about to retire).
What We Provide
We provide comprehensive, unbiased financial strategies, straightforward portfolio management, all customized to your individual needs. You will be presented a plan to determine your needed growth rate, tax-impacts, portfolio stress testing, investment income planning and comfort level.
How We Deliver
We deliver your services in a high-touch service model using a regular client review process, straight forward portfolio management process, top-tier financial planning / reporting tools, & educational client events.
In addition to our website: www.evanguidogroup.com
Take a look at the Personal Finance Page at the Sarasota Herald Tribune, Halifax Media Company for timely educational articles and portfolio tracking tools. www.heraldtribune.com/finance
CRD# 6160017
Cetera Investment Advisers LLC
CRD# 2811837
Certified Advisory Corp
CRD# 5855622
Financial Harvest Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Planning Partners, Inc. | Sarasota, FL | May 2021 - Current | 2 |
| Avantax Investment Services, Inc. | Sarasota, FL | Nov 2018 - Current | 5 |
| Avantax Advisory Services | Sarasota, FL | Nov 2018 - Current | 5 |
| Avantax Insurance Agency LLC | Sarasota, FL | Nov 2018 - Current | 5 |
| Aksala Wealth Advisors, LLC | Lakewood Ranch, FL | Oct 2018 - Current | 5 |
| Sunshine Investment Homes | Parrish, FL | Apr 2010 - Current | 14 |
| Sunshine Investment Homes | Parrish, FL | Apr 2010 - Current | 14 |
| Robert W. Baird & Company Incorporated | Sarasota, FL | Mar 2007 - Nov 2018 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2002 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2004 |
- FL
- TX
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Total Assets Under Management41,696MILLIONS
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Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
National Financial Services (NFS) is the Cutody & Clearing firm affiliated with broker dealer HD Vest Evan Guido is affiliated with.
Securities offered through HD Vest Investment Services®, Member FINRA/SIPC, Advisory services offered through HD Vest Advisory Services®, Insurance services offered through HD Vest Insurance Agency LLC. Please Note: HD Vest policy requires that all investment-related correspondence be sent or copied to my HD Vest email address (evanguido@hdvestnet) for archiving and supervisory review. Aksala Wealth Advisors is not a registered broker/dealer or registered investment advisory firm.
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.