My Portfolio Guide, LLC

Specialties

My Portfolio Guide is a Registered Investment Advisory firm providing customized investment guidance. Unwavering Ethics, Superior Discipline and Unsurpassed Value. The firm focuses on each individual client creating and managing a portfolio to help them reach their goals. Let us show you how we are different from other financial firms with a complimentary portfolio review that will have specific recommendations based on your situation.

History

Established in 2009.

Matthew Pixa and Matthew Blake met in the 1990’s while working for two of the most respected firms on Wall Street. After 15 years of forging their own paths and growing their respective careers, they decided to join forces and help create a truly unique firm amidst a «sea of sameness» within the financial services industry.

My Portfolio Guide, LLC is a firm serving investors nationwide. The firm has grown organically by serving high net worth individuals and business owners using a high-​touch and personal approach. Leveraging some of the strongest names in the financial industry and numerous resources allows the firm to offer a unique and valuable experience to each client.

After a complimentary Portfolio Review & Analysis, prospective investors quickly learn how different our approach is. We are not driven by sales quota or commission goals; we are focused on taking pride in our fiduciary responsibility to our clients and lowering expenses and investment fees.