Who We Are
Guide Rock is a fee-based registered investment advisor based in Omaha, Nebraska. Our firm was birthed out of experience in the not-for-profit credit union industry. One of the core elements of the credit union's success was a strong focus toward ongoing education for members and their families. Much of that education revolved around fundamental personal finance principals. As the needs of the credit union members evolved it became clear that more advanced financial consulting was in demand and Guide Rock was formed to meet those needs. Today Guide Rock serves a fantastic group of families from across the country as their family Chief Financial Officer.
What makes us different is our commitment to our clients. We know that without the fantastic families we serve there would be no business! We strive to anticipate our clients' needs and the only way we know how to do that is by having a relationship with them. Our business is based on current clients referring their family, friends, and associates. We know that before a client will ever give us that referral they have to be completely comfortable with the quality of our service. Our objective is to gain that trust though a history of meaningful interactions.
Our Mission is to help individuals, couples and families navigate through different seasons of life by providing superior, client-focused service, objectivity and education around investments, insurance and retirement planning.
Our firm is based on these core values, follow the link to learn more: