Porter + Guide Wealth Management

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Porter + Guide Wealth Management Designing Your Retirement Securities and Advisory services offered through LPL Financial, a registered investment advisor.

Member FINRA (finra.org) / SIPC (sipc.org). The financial professionals associated with Porter + Guide Wealth Management may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. For a list of states in which we are registered to do business, please visit: www.porterandguide.com

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

October is Down Syndrome awareness month and Mid-Term elections are right around the corner.  I know, those statements d...
10/26/2026

October is Down Syndrome awareness month and Mid-Term elections are right around the corner. I know, those statements do not seem to have a connection. However, it does provide the opportunity for one important reminder. We are much more alike than we are different. We will not agree with friends, family, and co-workers when it comes to voting in a week, but can we try to be quicker at identifying our commonalities. This November, let's make an extra effort to search for connection instead of division.

We wanted to give you some fun Halloween dinner ideas for next weekend.  Our family is known to have a mummy dog or two ...
10/23/2026

We wanted to give you some fun Halloween dinner ideas for next weekend. Our family is known to have a mummy dog or two before trick-or-treating. šŸ‘»šŸŽƒ

Scare up an appetite with hearty dinners full of seasonal ingredients and frightfully fun takes on family-friendly dishes.

10/22/2026

American Funds research does a great job of covering topics thoroughly but also keeping them simple to digest. Read the timely article on AI: U.S. vs China

Culture of Compliments:  An article from the Harvard Business Review pointed out an interesting dynamic between criticis...
10/19/2026

Culture of Compliments: An article from the Harvard Business Review pointed out an interesting dynamic between criticism and compliments. Often times we are too critical on our own delivery of a compliment that we miss opportunities to compliment others. The encouragement this week for all of us is to just do it. Just compliment. Don't overthink it.

10/16/2026

Porter and Guide has embraced Fall and can’t wait to have you over. Have a great weekend and enjoy the fall weather!

Social Security just announced a 3.6% raise for 2027.That’s the biggest bump in three years, about $75 more a month for ...
10/14/2026

Social Security just announced a 3.6% raise for 2027.

That’s the biggest bump in three years, about $75 more a month for the average retiree, starting in January.

Before you spend it, though, remember that Medicare Part B premiums usually come out of that same check, and the 2027 numbers won’t be out until mid-November.

Kids ask about 300 questions a day. Somewhere along the way, most of us stop.But curiosity is how every good plan begins...
10/13/2026

Kids ask about 300 questions a day. Somewhere along the way, most of us stop.

But curiosity is how every good plan begins. Not "How much do I need?" but "What do I actually want my days to look like?" Not "What's the market doing?" but "What matters most to us, and why?"

We'd rather ask you ten good questions than give you one quick answer. The best plans are built on understanding, not assumptions.

Together let’s keep asking great questions.

Trump Accounts; What You Need to Know
10/07/2026

Trump Accounts; What You Need to Know

Here's a breakdown of how Trump Accounts work, who qualifies for free money and when the funds can be withdrawn.

"How we spend our days is, of course, how we spend our lives." — Annie Dillard. This is from her book The Writing Life (...
10/05/2026

"How we spend our days is, of course, how we spend our lives." — Annie Dillard. This is from her book The Writing Life (1989).

This is a simple but great reminder to live with intention or what we like to say ā€œLive on Purpose.ā€ This week, make sure you spend your days the way you would want to spend your life.

Address

18 Mainland Road
Harleysville, PA
19438

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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