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Matthew Lawrence Hess

Lifeguide Financial Advisors, LLC

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About Matthew Lawrence Hess

Matthew Lawrence Hess is a financial advisor registered with the state of Pennsylvania. Matthew has been a financial advisor since August 2017 and is currently employed by LifeGuide Financial Advisors, LLC in Mechanicsburg, PA. Matthew specializes in financial planning, pension consulting, and portfolio management for individuals. Matthew has a Series 65 license and is also a Certified Financial Planner. Matthew is passionate about helping individuals reach their financial goals.

Firm Information

Matthew Hess is currently registered with Lifeguide Financial Advisors, LLC. Lifeguide Financial Advisors, LLC is a Mechanicsburg, PA-based registered investment advisor with approximately $372,527,977 in regulatory assets under management. They specialize in providing financial planning and portfolio management for individuals, high-net-worth individuals, and charitable organizations. The firm has 9 licensed agents, 11 investment adviser representatives, and offers wrap fee programs.
Lifeguide Financial Advisors, LLC

400 W MAIN ST.

MECHANICSBURG, PA 17055

$372.53M

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Matthew Hess’s Registration & Firm History

PA

06/29/2017 - Present

Lifeguide Financial Advisors, LLC (MECHANICSBURG PA)

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Licenses & Designations

IA

Issued 06/29/2017

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Lawrence Hess.
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