PlanGuide Financial is an independent Registered Investment Advisor focused on helping organizations strengthen workplace retirement plans and supporting Americans in achieving greater financial security in retirement. Its advisors work with plan fiduciaries and the 401(k) and 403(b) plans they sponsor, providing guidance under ERISA 3(21) or 3(38) arrangements. PlanGuide emphasizes tailored advice, fiduciary support, and lasting partnerships, aligning retirement strategies with each organization’s mission and needs.

The firm offers comprehensive retirement plan consulting and management, alongside employee financial wellness initiatives designed to build financial literacy and support employees’ overall financial well-being. Its services also include pooled and multiple employer plan solutions, which aim to help organizations reduce costs, mitigate risks, and streamline plan operations through a shared approach. PlanGuide describes its advice as fee-only and free from conflicts of interest. Prospective clients can request a complimentary consultation to assess their plan advisory needs, after which the firm prepares a tailored proposal recommending a suitable solution for their employer-sponsored retirement plan.