Lakewood Ranch, FL 34202
Evan R. Guido is a retirement transition expert. Retirement Planning and Rising Dividend Portfolio Management are at the heart of Aksala Wealth Advisors Family Offices, the home of the Evan Guido Group.
As advocates for goals-based financial planning, we provide tailored advice through holistic planning & investment solutions. Ultimately, accomplishing our clients life goals.
Aksala Wealth Advisors is built upon a network of brilliant investment professionals and world class technology.
We have a strategic business alliance HD Vest Financial Services® the pioneer of tax-smart wealth management services supports an independent network of tax and non-tax professionals who provide holistic financial services to their clients. 46 Billion Under Administration, 150+ Years of veteran experience.
Along with the leading brokerage clearing institutions, National Financial Services LLC (NFS), a Fidelity Investments® company. Through this strong relationship, we offer comprehensive investment servicing, including full-service brokerage business; extensive training; dedicated home-office support; and access to leading-edge technology.
Firm Start Year
Name of Broker/Dealer
Name of Custodial Firm
States Licensed in
Years of Experience in Financial Services
Number of Years with Current Firm
I work with the following types of clients
I can meet clients in the following ways
Registered Investment Advisor
Investment Advisor Representative
I am an acknowledged fiduciary
Compliance Disclosures in Last 5 years
Criminal Disclosures in Last 5 years
Certifications, Accreditations & Designations
Insurance and Annuity Licenses
Financial Organization Memberships
Non-Financial Organization Memberships
Firm's Number of Planning Clients
Firm's Number of Managed Clients
Assets Managed by Firm
Advisor's Number of Clients
Advisor's Number of Managed Clients
Advisor's Number of Planning Clients
Assets Managed by Advisor
Minimum Portfolio Size for New Managed Accounts
Fee % Based on Assets
Additional Details on Charges