Morgan Fleshren

Nearly 20 years ago, GuidedChoice was founded to pioneer a more personalized and confident approach to retirement advice and management. GuidedChoice was among the first to use the power of online technology to provide greater access, customization and transparency. Since 1999, GuidedChoice has successfully partnered with DC Plan advisors to help not only their participants, but to also give advisor partners the support they need to succeed. GuidedChoice is a 3(38) fiduciary partner fully invested in participants’ long term success, to make your employer relationships even more successful. GuidedChoice’s “advisor friendly approach” can bring participant-level fiduciary protection as well as flex to the advisor’s investment strategy and options through its open architecture — while keeping the advisor in complete control of the client relationship. This allows the advisor to deepen client customization and trust, while freeing them up to focus on other facets of their business growth. With an employee preferred methodology designed to lower risk and volatility, a fiduciary role that covers participant as well as the Plan, and an industry-leading history of advisory support for nearly 20 years, GuidedChoice is the ideal partner to help your employees focus on their future while reducing your liability. GuidedChoice has no affiliations with any institutional investor or venture capital firm, or with any investment managers or brokerage firms. This allows us to work with anyone, including startups whose plans are often bypassed due to low plan balance.