Matthew Hague

CFP®, EA

Guide Wealth Management

Principal

Matthew Hague

CFP®, EA

Guide Wealth Management

Principal

As a fiduciary financial planner, you can rest assured that I am always working in your best interest. - Matthew Hague, CFP®, EA

Matthew Hague is a Fee-Only Financial Planner serving with offices in Manhattan, the Hudson Valley, and Washington D.C., serving clients locally and across the country . Guide Wealth Management specializes in financial planning, investment management, and retirement planning to help clients work towards their financial goals at all stages of life. Matthew Hague is a fiduciary financial planner.

Hi. I’m Matthew Hague, I formed Guide Wealth Management because I believe that people deserve access to high quality, Fee Only advice for their financial lives. Financial products and knowledge can be needlessly complicated or opaque, and I work with my clients to help guide them through the decisions that they need to make to achieve their goals.

I’ve been fortunate enough to work with many cultures and environments in my career, including assignments to Asia, and bring a dynamic and seasoned approach to the table.

Originally from the UK, I studied financial planning at NYU and since obtaining the Certified Financial Planner™ certification became an Enrolled Agent with the IRS. I’m currently enrolled in study towards becoming an NTPI Fellow® which is focused on taxpayer representation in front of the IRS.

On a personal note, we now live in the Hudson Valley of New York, moving here from Brooklyn after the birth of our Son. We work with clients on a National and International basis, either in person, on the phone, or using the internet.

Matthew Hague's fiduciary obligation is governed by:

  • National Association of Personal Financial Advisors (NAPFA)
  • XY Planning Network
  • Certified Financial Planner (CFP)

Guide Wealth Management is a private wealth management firm headquartered in New York.  The firm was born out of a desire to provide a sophisticated wealth management solution which puts the client first.  We are trying to bring together the best of the industry, taking best practices from the CFP Board for our planning process, innovative solutions to investments, and tax savvy strategies to ensure you grow, and protect your wealth.

Our goal is to help you lead a great life, and be a long term partner to help you navigate the financial decision making process. We work with retirees, successful entrepreneurs and individuals and families of high net worth.  At Guide we also appreciate that those starting out have important financial decisions to make, and we are happy to work with the emerging generation should the fit be right.

Fee Only

Guide Wealth Management is a Fee Only firm, we receive no compensation other than directly by the client.

Sworn Fiduciary

Guide Wealth Management acts a fiduciary, held to the highest standards of care, by law.

Best in class

Our advisors are highly trained professionals, and we invest annually in ongoing education.

Learn Why Fiduciary Matters When Choosing a Financial Advisor:

Specialties

  • Financial Planning
  • Retirement Planning
  • Investment Management
  • Business Planning
  • Estate Services
  • Education Planning

Ideal Clients

  • Retirees and Near Retirees
  • Young Families
  • Entrepreneurs & Business Owners
  • Medical Professionals
  • Sudden Money Situations

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • No-Cost Initial Consultation
  • Quarterly Retainer
  • % of Assets Under Management

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Matthew Hague is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • XY Planning Network
    Matthew Hague is a Member of the XY Planning Network

    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

  • Certified Financial Planner (CFP)
    Matthew Hague is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • EA - Enrolled Agent with the IRS
    Matthew Hague is an Enrolled Agent with the IRS (Learn More)

    An enrolled agent is a federally authorized tax practitioner empowered by the U.S. Department of the Treasury to represent taxpayers before the Internal Revenue Service. Enrolled agent status is the highest credential awarded by the IRS.

Contact Matthew Hague

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