Guide Wealth Management
Fee-Only Financial Planner serving with offices in Manhattan, the Hudson Valley, and Washington D.C., serving clients locally and across the country
Matthew Hague is a New York, NY fee-only financial planner. Guide Wealth Management provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Matthew Hague is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Hi. I’m Matthew Hague, I formed Guide Wealth Management because I believe that people deserve access to high quality, Fee Only advice for their financial lives. Financial products and knowledge can be needlessly complicated or opaque, and I work with my clients to help guide them through the decisions that they need to make to achieve their goals.
I’ve been fortunate enough to work with many cultures and environments in my career, including assignments to Asia, and bring a dynamic and seasoned approach to the table.
Originally from the UK, I studied financial planning at NYU and since obtaining the Certified Financial Planner™ certification became an Enrolled Agent with the IRS. I’m currently enrolled in study towards becoming an NTPI Fellow® which is focused on taxpayer representation in front of the IRS.
On a personal note, we now live in the Hudson Valley of New York, moving here from Brooklyn after the birth of our Son. We work with clients on a National and International basis, either in person, on the phone, or using the internet.
Matthew Hague is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
Guide Wealth Management is a private wealth management firm headquartered in New York. The firm was born out of a desire to provide a sophisticated wealth management solution which puts the client first. We are trying to bring together the best of the industry, taking best practices from the CFP Board for our planning process, innovative solutions to investments, and tax savvy strategies to ensure you grow, and protect your wealth.
Our goal is to help you lead a great life, and be a long term partner to help you navigate the financial decision making process. We work with retirees, successful entrepreneurs and individuals and families of high net worth. At Guide we also appreciate that those starting out have important financial decisions to make, and we are happy to work with the emerging generation should the fit be right.
Guide Wealth Management is a Fee Only firm, we receive no compensation other than directly by the client.
Guide Wealth Management acts a fiduciary, held to the highest standards of care, by law.
Best in class
Our advisors are highly trained professionals, and we invest annually in ongoing education.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Matthew Hague is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Matthew Hague is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Matthew Hague is a Member of the XY Planning Network
The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
Matthew Hague is an Enrolled Agent with the IRS (Learn More)
An enrolled agent is a federally authorized tax practitioner empowered by the U.S. Department of the Treasury to represent taxpayers before the Internal Revenue Service. Enrolled agent status is the highest credential awarded by the IRS.
Contact Matthew Hague
300 Park Ave 12th Floor
New York, NY 10022
291 Main St
Beacon, NY 12508
1875 Connecticut Ave NW
Washington, DC 20009