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
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
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.
The Power of a Dream
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.