Guidestream Financial, Inc.
SEC RegisteredHelping you experience the joy of building your financial life to its God-given potential.
About the firm
GuideStream Financial is a Registered Investment Advisory Firm (RIA) registered with the Securities and Exchange Commission (SEC) and a wholly-owned subsidiary of FM Financial, the financial services ministry of The Free Methodist Church – USA. The firm offers comprehensive financial planning, focused retirement planning, and diversified investment management from a biblical stewardship perspective. Its team of credentialed financial professionals serves both individuals and organizations.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive financial planning, focused retirement planning, and diversified investment management, including management of retirement accounts (IRAs, 403(b), 401(k)) and non-retirement accounts (individual, joint, institutional, trust, 529, UTMA, UGMA, HSA). The firm operates on a fee-based, non-commission model and acts as a fiduciary.
Who they serve
Individuals and organizations seeking financial planning and investment management services, including clients of FM Financial and friends from a biblical stewardship perspective.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 815 | $133M |
| High Net Worth Individuals | 39 | $75M |
| State/Municipal Entities | 28 | — |
43 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
Data as of April 8, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Guidestream Financial, Inc. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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