Lifeguide Financial Advisors, LLC

Retirement Plan Advisor

Mechanicsburg, PA

About Lifeguide Financial Advisors, LLC

<p>Faith-based planning is a defining part of Lifeguide Financial Advisors, LLC, a fee-only fiduciary firm working with Christian families in South Central Pennsylvania and clients nationwide. The firm reports $0.5B in assets under management (2026).</p> <p>Headquartered in Mechanicsburg in the Harrisburg–Carlisle area, Lifeguide also has offices in Carlisle and Mount Joy, giving it a convenient footprint across the Susquehanna Valley and surrounding communities. Clients often come to the team during major life changes, including the loss of a spouse, a business sale, a career change, or retirement.</p> <p>Lifeguide’s work centers on financial planning and building investment portfolios tied to a client’s goals and values rather than product sales. As a <a href="/plan-advisors">plan advisor</a>, the firm also provides 3(21) fiduciary support for retirement plans.</p> <p>One point that sets Lifeguide apart is its clear focus on values-based planning for Christian households, paired with a team-based approach that gives clients access to multiple professionals instead of a single advisor relationship.</p> <ul> <li>Fee-only fiduciary financial planning</li> <li>Values-based investment portfolio management</li> <li>3(21) fiduciary services for retirement plans</li> <li>Support during retirement and other life transitions</li> </ul>

Website: https://lifeguidefa.com/

Office Locations

  • Mount Joy, PA
  • Mechanicsburg, PA (Headquarters)
  • Carlisle, PA

Services Offered

  • 3(21) Investment Advisor

Client Statistics (2026)

  • Total Clients: 0
  • Total AUM: $500.0M

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