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 close to a half century of experience in the financial services industry, you will never find a more knowledgeable and trustworthy individual. Ed is the quintessential professional who specializes in simplifying the complex and helping his clients discover their true potential in living out a legacy of purpose. To Ed, legacy planning encompasses more than just dividing the spoils of wealth and dumping it on heirs. It involves a conversation around values, accountability, and responsibility, while making sure that the family’s intentions are both known and understood.

Ed is a former member of an elite national study group made up of 12 industry-leading professionals spanning across the country, from New York to California.

You can find Ed spending his spare time on his 230 acre preserve in Alabama. He is a passionate conservationist, who loves to cultivate the land for the local wildlife. He has been happily married to his childhood sweetheart, Linda, for 53 years.

A New Legacy

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. 


The Power of a Dream

Clint Guernsey

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.