Broker Check

2016424012


We believe our teamwork approach adds a broader perspective to all we do and provides value to our clients.

We can help you address:

  • Creating a comprehensive Financial Plan
  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I afford to retire and maintain my standard of living? 
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

We have helped many people just like you with similar issues and concerns. Our advisors specialize in creating an approach that is designed to address your individual needs and goals.

 

Partners

Kathi M. Diorio

Kathi M. Diorio, CFP®, CWS®

Founding Partner

 (201) 642-4012

(201) 642-4011

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Our History

Noelle M. Smith

Founding Partner
Investment Adviser Representative

 (201) 642-4010

(201) 642-4011

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Our Values

Adam Pearce, CFP®

Partner

(877) 469-7377 ext 800

(520) 999-2676

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Wealth Managers

Kathi M. Diorio

Robert Horstman, CFP®

 (480) 877-0336

(703) 405-0874

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Our History

David Davodi, APMA™

Investment Adviser Representative

(480) 570-0991

(877) 469-7377

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Our Values

Jake Marty, CFP®

(480) 939-5584

(330) 418-9629

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Client Service Associates

Donna Lewandosky

Client Relationship Manager for Noelle Smith and Kathi Diorio

201-962-9163

201-642-4011

donna@ifpguidance.com

Nicole Meehan, WMS(TM)

Client Services Associate for Adam Pearce

480.524.1195

480.531.8119

877.469.7377

Nicole.Meehan@ifpguidance.com

Nicole Bush

Client Services Associate for Robert Horstman and Jake Marty

602.609.4311

877.469.7377

Nicole.Bush@ifpguidance.com

Marie Radka

Client Services Associate for David Davodi

480.570.0991



TEAM SERVICE MODEL

We believe each client should have a high level of service and care when working with us. Here is the foundation for our approach.

LEAD ADVISOR

Single point of contact for clients and runs the day-to-day operations.  The “go-to” representative.


CLIENT SERVICE ASSOCIATE

Assists the lead advisor with account maintenance and customer service needs.


PARTNERS

Provides continuity, relationship management, and added value through serving on the Wealth Management team. 


WEALTH MANAGEMENT TEAM

Comprises members with various specialties that makeup the Financial Planning and Investment Committees.

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