Helping People Meet Their Retirement Goals

Today’s employees are more responsible than ever for reaching their own financial goals for retirement. We founded GuidedChoice to help them succeed. Our mission is to bring individual participants in retirement plans the personalized, real-world advice and account management they need to meet their goals.

GuidedChoice is an independent service firm offering high-quality managed account services, investment advice, and other retirement management tools. Our solutions are based on our team’s extensive, real-world experience with retirement plan participants, plan sponsors, investment managers, and recordkeepers. The sophisticated investment models and industry-leading analytical software we use are the work of Harry Markowitz, Ph.D., Nobel Laureate for Modern Portfolio Theory.

Innovation to meet every retirement need

Since 1995 we’ve been innovators in our industry, from developing the very idea of automated 401(k) advice, to implementing true managed account services for our clients. Our goal is to help plan participants meet all their investment goals. We’re working toward a complete solution to span the three stages of financial planning – saving money, spending it, and passing it on to others – by building advice and management tools to meet each of these needs.

We are located in La Jolla, CA (headquarters and technology) with offices in San Jose, CA (sales and inquiries).