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About Us

Established in 2008, Wealth Guidance, Inc. has been providing comprehensive financial services to individuals and families for over a decade. Our firm was founded by Mark Flannery, a seasoned professional with over 40 years of experience in the industry. Mark, along with his son Lance, embarked on this journey to help families achieve their financial goals and build a lasting legacy.

A Legacy of Generational Support

At Wealth Guidance, Inc., we believe in the power of generations helping generations. Our team is composed of individuals who share a passion for assisting families in navigating the complexities of their financial lives. With a focus on building long-lasting client relationships, we strive to become trusted mentors and partners on your financial journey.

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Honesty and Simplification

We understand that the world of finance can often be overwhelming and confusing. That's why our approach is rooted in honesty and simplicity. We believe in providing our clients with transparent and straightforward advice, ensuring that they have a clear understanding of their financial situation and options. By simplifying complex financial concepts and strategies, we empower our clients to make informed decisions that align with their goals.

Education as Empowerment

We strongly believe that education is the foundation of financial success. We begin by providing our clients with an educational framework, equipping them with the knowledge and tools necessary to navigate their financial landscape. The more our clients understand, the more confident and empowered they become in making sound financial choices. We are committed to guiding our clients through every step of their financial journey, ensuring they have the information and resources needed to achieve their goals.

Our Mission

Our Mission

Building Lifelong Client Relationships

Our commitment to our clients goes beyond just providing financial services. We aim to build lifelong relationships based on trust, respect, and mutual understanding. We take the time to listen and understand your unique circumstances, tailoring our solutions to meet your specific needs. As your dedicated financial partner, we are here to support you through life's milestones and help you adapt your financial plan as circumstances change.

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Work With Us

We are excited for the opportunity to work with you. Schedule your Discovery Call with our team and we will take the first step together.

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