Our Purpose

To empower families in discovering their true purpose for money by transforming the investing experience, leaving them with freedom, fulfillment, and love.

As a fourth generation, family-owned financial company we understand the importance of family and how your investment strategy affects your goals, dreams, and loved ones. We've been helping families work toward their financial goals for over 60 years.

We will collaborate with you so that together we can uncover solutions that fit your unique circumstances, from discovery to implementation. 

Making a Difference

Ed Guernsey
Managing Partner

With over 45 years of experience in the financial services industry, Ed specializes in helping his clients reach their financial objectives. Great attention is given to the accumulation, distribution, conservation, and protection of assets and ultimately passing on of wealth and family values to future generations. To Ed, Legacy Planning encompasses more than just dumping and dividing family wealth on the children. It also means passing down values, accountability, and responsibility, while making sure that the family’s intent is known and understood.

An additional focus of Ed’s practice is teaching his clients the value of including charitable giving as a major part of their family estate plan, allowing his clients to create a legacy and placing much needed resources in the hands of competent charities. He also continues to work with clients in developing, verifying and implementing financial strategies to maximize income and estate growth, while managing risk.

As a member of an elite study group, Ed is constantly participating in regularly shared information regarding products, planning strategies, services, tax law, and investment management. This group has representation from Atlanta, New York, Charlotte, Boston, New Hampshire, Chicago, Washington DC, and San Jose.

The Next Generation

Doug Guernsey
Managing Partner

With over 20 years in the financial services industry, Doug has used his extensive experience to fuel his message of prudent investing and protecting the integrity of his client's wealth. His primary objective is to arm clients with the truth so they can make educated choices about their financial future. 

 

Doug has a keen sense for an objective view of a client's situation and is known for his ability to conceive creative client solutions. He is responsible for overseeing the projects related to coaching and client relations for the firm.

From a young age, Doug was active in music and theater. He went on to the University of West Florida where he majored in Music Performance.  Doug performed in two seasons with the Pensacola Opera as well as many productions at the University of West Florida.  Not long after graduation Doug joined Guernsey Financial to become the third generation of financial advisors.

When he's not at work, Doug volunteers as Aletheia Christian Academy's soccer and baseball coach. He spends time volunteering at Sacred Heart’s Miracle Camp each summer and loves spending time with his wife Sherri and their three sons. 

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The Power of a Dream

Clint Guernsey
Founder

In 1958, Clinton Charles Guernsey (b.1920 – d.2009) had a simple dream to work in an environment where he could wear a suit and tie, instead of digging around in the filthy dregs of sewer pipes and muddy ditches. Since that time, his dream has transformed this company into what it is today - a thriving financial firm spanning over 60 years and four generations.

"When all is said and done, in the end, there are only two things that matter: your faith and your last name." - Clint Guernsey

 

Clint served honorably in the Army’s 156th Infantry Regiment during World War II. His commitment to our country reflected in his commitment to responsible financial work in his community. That commitment of hard, honest work remains, to this day, a consistent foundation of the firm.
 

Guernsey Financial LLC is a registered investment adviser located in Pensacola, FL. Guernsey Financial LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Guernsey Financial LLC’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Guernsey Financial LLC’s web site on the Internet should not be construed by any consumer and/or prospective client as Guernsey Financial LLC’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Guernsey Financial LLC with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Guernsey Financial LLC, please contact the state securities regulators for those states in which Guernsey Financial LLC maintains a registration filing. A copy of Guernsey Financial LLC’s current written disclosure statement discussing Guernsey Financial LLC’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Guernsey Financial LLC upon written request. Guernsey Financial LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Guernsey Financial LLC’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

This website and information are provided for guidance and information purposes only.  Investments involve risk and unless otherwise stated, are not guaranteed.  Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy.  This website and information are not intended to provide investment, tax, or legal advice.

© 2019 Guernsey Financial, LLC

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