Advisors at this firm
Benjamin S
CFA®
Bangor, ME
Guidance Point Advisors, LLC
Benjamin Smith is a CFA® charterholder with 13 years of industry experience. He has been with Guidance Point Advisors, LLC and its affiliated firm, Guidance Point Retirement Services, LLC, since 2012. Guidance Point Advisors, LLC manages approximately $558 million for over 250 client relationships, serving individuals including high-net-worth clients, as well as some corporations and unincorporated associations. The firm offers fee-based investment supervisory services along with financial and retirement income planning, focusing on diversification and asset allocation aligned with client objectives and risk tolerance.
Christopher D
Series 63, Series 65
Wellesley, MA
Guidance Point Advisors, LLC
Christopher Del Col is a financial advisor at Guidance Point Advisors, LLC with nine years of industry experience. He holds Series 63 and Series 65 credentials and has been with Guidance Point Advisors since 2016. Guidance Point Advisors manages approximately $558 million across 252 client relationships, serving individuals, including high-net-worth clients, as well as some corporations and unincorporated associations. The firm offers fee-based investment supervisory services alongside financial and retirement income planning, emphasizing diversification and asset allocation through investor profiling and Investment Policy Statements.
Curtis W
Series 65
Bangor, ME
Guidance Point Advisors, LLC
Curtis Worcester is an investment adviser representative with Guidance Point Advisors, LLC and Guidance Point Retirement Services, LLC, holding a Series 65 credential and five years of industry experience. His prior work includes roles at The Advertising Specialists of Maine and Northern Light Health. He divides his professional time between providing investment advice at both firms. Guidance Point Advisors, LLC manages approximately $558 million for about 252 clients, including individuals, high-net-worth clients, corporations, and unincorporated associations. The firm offers fee-based investment supervisory services with financial and retirement income planning, emphasizing diversification and asset allocation through investor profiling and signed Investment Policy Statements.
Wesley D
CFP®, Series 63, Series 65
Wellesley, MA
Guidance Point Advisors, LLC
Wesley Delcol is a CFP® professional with 19 years of industry experience, currently serving at Guidance Point Advisors, LLC since 2008. He holds Series 63 and Series 65 licenses. Wesley is a 10% shareholder in Guidance Point Retirement Services, LLC, an affiliated investment advisory services provider. Guidance Point Advisors manages approximately $558 million across about 252 client relationships, serving individuals—including high-net-worth clients—as well as some corporations and unincorporated associations. The firm offers fee-based investment supervisory services along with financial and retirement income planning, focusing on diversified, asset-allocated portfolios aligned with client objectives and risk tolerance.
Andrew W
Series 63, Series 65
Portland, ME
Guidance Point Advisors, LLC
Andrew Walker is a financial advisor at Guidance Point Retirement Services, LLC in Portland, ME, holding Series 63 and Series 65 licenses with 21 years of industry experience. He has worked at Guidance Point Advisors, LLC since 2013 and Guidance Point Retirement Services, LLC since 2012. In addition, he is the president and sole shareholder of Acacia Associates Inc., where he provides retirement plan design and management consulting services to small and mid-size organizations. Guidance Point Retirement Services, LLC specializes in investment advisory and fiduciary services for retirement plan sponsors and plan-level clients, focusing on long-term, broadly diversified portfolios primarily using mutual funds and ETFs. The firm offers structured fiduciary governance programs and serves institutional retirement-plan consulting needs rather than individual retail clients.