Stephen Guy, CFP®
Regional Vice President
Stephen Guy is an experienced financial planning professional that specializes in all areas of financial planning, estate planning and asset management. For more than thirty years, Stephen has remained focused on helping his clients—individuals, families and small businesses—addressing their specific financial goals and objectives.
Stephen holds his Series 7, 24, 63 and 65 securities registrations through LPL Financial and is licensed through the states of Massachusetts, New York and Rhode Island for life, health, and disability insurance. In addition, he has also earned his Certified Financial Planning (CFP®) designation. Stephen uses his considerable experience and training to develop comprehensive financial plans for his individual and business clients that often include distribution plans for retirement, hands-on investment management strategies, tax planning, business analysis, as well as estate and risk management strategies.
Stephen is well known as a financial educator among his clients, many of whom he has helped fulfill their own dreams and goals of financial independence by making smart decisions about their money, based on their personal definition of wealth and independence.
Stephen is partnered with Householder Group because they share his dedication to the same goals and objectives he believes are necessary to achieve successful outcomes for his clients. And like Householder Group, Stephen’s focus is on developing and implementing cutting-edge tax strategies, estate-planning techniques, and helping clients manage income and estate taxes. In addition, Stephen is able to leverage the availability of Householder Group’s sophisticated investment strategies that enable him to focus on capital preservation and multi-generational wealth management for his clients. Ultimately, Stephen wants all of his clients to have confidence in their investments knowing that he is doing everything possible to help them pursue their specific financial goals and objectives.
Stephen is a veteran of the United States Air Force. Upon completion of his military service, he moved his family of five back to the Boston area where he joined forced in the financial industry with his father, Matthew Guy.
We don’t represent a group of investment products, we represent you.
3 Baldwin Green Common | Suite 307
Woburn, MA 01801