Retirement

/

Planning and Advice

Professional Investment Management

GuideStone Personal Advisory Services Managed Account

Schedule an Appointment

GuideStone Advisors® offers a professionally managed account service that represents our most personalized investment approach — GuideStone Personal Advisory Services®. Our goal is to improve and simplify your financial decisions, therefore allowing you to reclaim your time, increase your financial confidence and focus on your interests — instead of financial planning.

We believe the advisor relationship is more than just the financial conversation. At GuideStone®, we too serve in our churches, are involved in various ministries and participate in mission trips. We understand what it means to steward money wisely with God’s Kingdom in mind.

We know working with an advisor to manage your assets on an ongoing basis is an important decision. With GuideStone, you can trust us to act with integrity, incorporating our Christian values into all we do.

To start your advisor relationship today, schedule an appointment with us directly.

Schedule an Appointment

What is included?

GuideStone Personal Advisory Services provides a dedicated advisor who will work alongside you to understand your goals and manage your custom, comprehensive financial plan according to your risk tolerance and investment preferences.

How does it work?

Engage with Your Personal Advisor
When the market goes up, down or sideways, you have a personal point of contact to keep you on track with your long-term strategy and to answer your questions.
Conduct a Needs Analysis
Your personal advisor will conduct a needs analysis by discussing your circumstances and preferences and identifying any obstacles that may be slowing your progress.
Coordinate a Financial Plan
As most people have an overflowing list of commitments and to-dos, coordinating a financial plan is often a priority left undone. After we identify your financial goals, we will streamline them into an actionable but realistic strategy.
Experience Ongoing Management
Your portfolio will be aligned to your unique risk tolerance and then monitored daily with any necessary trades intelligently and automatically processed.

Meet the Advisors

To start your advisor relationship today, schedule an appointment with us directly.

Schedule an Appointment
Josh Biggs
Josh Biggs, CFP®
 Gary Coats
Gary Coats, CFP®
 Taylor Fazand
Taylor Fazand, CRPC®
 Angie McClain
Angela McClain, CFP®
 Kyle Phillip
Kyle Phillip, CFP®
 Ashley Rea
Ashley Thacker, CFP®
 Jonas Roos
Jonas Roos, CFP®
 Kyle Wheeler
Kyle Wheeler, CFP®, CKA®
 Doug White
Doug White, CFP®
Individual Retirement Insurance Investments
Organization Retirement Insurance Investments
Resources Education Forms
About Us Our Story Our Leadership Like-Minded Ministries News Room Careers Contact Us
Mission:Dignity About Us Who We Serve Get Involved Contact Mission:Dignity
한국어 Español Prospectus Accessibility Policy Privacy Policy Security GS Rep Login

©2021 GuideStone®. All Rights Reserved.

Call Toll Free: 1-888-98-GUIDE

GuideStone Personal Advisory Services is a fee-based service available to investors in personal investment accounts and non-ERISA retirement accounts offered by a GuideStone affiliate. An advisory fee for the service is assessed quarterly and based on total assets in the account. These fees are in addition to the underlying mutual fund fees. Advisory services are offered through GuideStone Advisors, an SEC Registered Investment Adviser. GuideStone Advisors is a controlled affiliate of GuideStone Financial Resources®. For more information about the firm, products and services, please review the GuideStone Affiliate Form CRS.