A.M. Guidance & Financial Services (AMGF)

About A.M. Guidance & Financial Services (AMGF)

The Financial Matchmaker for Advisors & RIAs. If you're an advisor ready to grow, scale, or exit — I’m the guy you want in your corner. With over 30 years of experience and a deep network across the financial services space, I help advisors and firms find the right fit without the pressure, fluff, or retainers. In 2023 alone, I placed 35+ professionals by doing what I do best: making meaningful connections that last. In addition to team building, I am now partnered with Dan Lidawer — the M&A strategist an co founder of HighTower Advisors and Cresset Wealth — I bring billion-dollar expertise to RIAs under $1B who are ready to take the next step. Whether you're buying, selling, merging, or building, we deliver the kind of strategic guidance and execution usually reserved for the industry’s biggest players. Bringing Wall Street precision to Main Street practices!