Georgia's Own Investment & Retirement Services

Guided Wealth Portfolios

Investing that’s online, one-on-one, and only $5,0001 to start? Win, win, and win.

What are Guided Wealth Portfolios?

Guided Wealth Portfolios combine digital investing with personalized support from a financial advisor, whether you invest a little or a lot. Whether you’re planning for retirement, saving for a major purchase, or simply investing for the future, you have the freedom to invest anytime, anywhere, with 24/7 online access.

Getting started is easy

Once you choose your advisor, you’ll be directed to a secure, online portal to begin building your personalized plan.

  1. Start by telling us your name and email address
  2. Answer a few questions about your goals, time horizon, and investment style
  3. Get a customized Guided Wealth Portfolios proposal created just for you

Once you review and approve the proposal, we’ll guide you through the account opening process. You can fund your new account by transferring an existing retirement account or with cash. Then we’ll put your portfolio into action and keep close tabs on it to make sure your investments align with your goals. If you have any questions along the way, your personal financial advisor is a quick call or email away.

Thad Guyton

Financial Advisor

Candace Mills

Financial Advisor


1An annual small account fee is applied to accounts with less than $10,000 invested.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Guided Wealth Portfolios (GWP) is a centrally managed investment program sponsored by LPL Financial LLC (LPL). GWP generates investment recommendations based upon model portfolios constructed by LPL. If you are receiving advisory services in GWP from a separately registered investment advisor firm other than LPL, LPL is not an affiliate of such advisor. LPL investment advisors are registered with the U.S. Securities and Exchange Commission, and LPL is also a Member FINRA/SIPC.

All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

LPL Financial Form CRS

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Georgia’s Own Credit Union and Georgia’s Own Investment and Retirement Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Georgia’s Own Investment and Retirement Services, and may also be employees of Georgia’s Own Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Georgia’s Own Credit Union or Georgia’s Own Investment and Retirement Services. Securities and insurance offered through LPL or its affiliates are:

Not insured by NCUA or Any Other Government Agency Not Credit Union Guaranteed Not Credit Union Deposits or Obligations May Lose Value

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Your Credit Union (Financial Institution) provides referrals to financial professionals of LPL Financial LLC (LPL) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services.

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