Matthew Hague, CFP®, EA Guide Wealth Management

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About Matthew Hague, CFP®, EA

Hi. I’m Matthew Hague, I formed Guide Wealth Management because I believe that people deserve access to high quality, Fee Only advice for their financial lives. Financial products and knowledge can be needlessly complicated or opaque, and I work with my clients to help guide them through the decisions that they need to make to achieve their goals.

I’ve been fortunate enough to work with many cultures and environments in my career, including assignments to Asia, and bring a dynamic and seasoned approach to the table.

Originally from the UK, I studied financial planning at NYU and since obtaining the Certified Financial Planner™ certification became an Enrolled Agent with the IRS. I’m currently enrolled in study towards becoming an NTPI Fellow® which is focused on taxpayer representation in front of the IRS.

On a personal note, we now live in the Hudson Valley of New York, moving here from Brooklyn after the birth of our Son. We work with clients on a National and International basis, either in person, on the phone, or using the internet.

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Ideal Clients

  • Baby Boomers
  • Business Executives
  • Business Owners
  • Expatriates
  • Offers Free Assistance to Furloughed Government Workers

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Flat Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $250+/mth + 1% of investable assets over $300k
  • AUM: .40%

SEC Records

States Registered

  • New York

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