Broker Check

Stephen Guy

Stephen Guy, CFP® , CKA® is a financial planning and investment professional. Through his wealth planning firm, Heritage Wealth Managers, Stephen provides wisdom, insight, and education that empowers clients to connect their wealth with their purpose.

With more than 30 years of experience working with individuals, families and small businesses, Stephen reviews clients' current financial situation and helps identify their short-term and long-term goals and objectives. He works with clients to create a comprehensive financial plan based on their personal definitions of wealth and financial independence. The resulting plan gives the clients a framework to make smart decisions about money, while also providing a strong foundation that can adjust to the changes and unexpected situations that life brings. An educator at heart, Stephen is there every step of the way providing stewardship to clients, helping them understand their options and how best to address financial decisions.

Stephen understands the importance of providing objective investment advice for his clients, so he became a CERTIFIED FINANCIAL PLANNER™ practitioner. He is also a Certified Kingdom Advisor® and takes a values-based approach to all financial matters and his recommendations to clients. Stephen holds Series 7, 24, 63, and 65 securities registrations through LPL Financial.

Stephen has chosen two key partners in his practice: LPL Financial and Northeast Planning Associates (NPA). Broker/dealer LPL Financial is the largest independent broker/dealer in the nation*, providing advisors with powerful investment research, training and support. NPA gives Stephen's practice expanded financial planning, business continuity of care and back office resources, designed to ensure exceptional service for clients.

Stephen's faith is foundational in his life, and he works hard to keep it first in all areas. He takes an active role in his local church community and serves on the board for an orphanage in Uganda. When outside the office, he spends much of his time with those nearest to his heart: Kathleen his wife, his kids, his treasured grandbabies, and his dog. Nothing makes him happier than starting each day with Liberty, his boxer canine companion, and going for a walk in the woods. The premier end to his day would be to cook a meal for his wife and enjoy some play time with a grandchild. Stephen follows Boston sports, practices martial arts, and loves to stay active with his family. Together, he and his wife enjoy traveling and hiking. On the weekends, he can be found relishing in his affinity for golf and for shooting sports. A proud veteran, Stephen served our nation and was honorably discharged from the United States Air Force in 1982.

*As reported by Financial Planning magazine, June 1996-2020, based on total revenue.