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Helping You
Plan Your Future With Confidence

Adhering to high standards of ethics and competency, we develop, implement and monitor financial plans and investment strategies for our clients.

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About UsPartner With a Team That Cares

Guilford Financial Group Inc. was founded in March of 1987.  We specializes in a comprehensive financial planning process that offers access to an array of services and products to help address our client's ever changing needs and goals.   By bringing forth our combination of experience and expertise we work closely with our clients to fortify independent financial futures.

Join Us At Our Upcoming Events

10th Annual Shred Event 2026

10th Annual Shred Event 2026

Client Event | May 16th | 9:00 am  -  12:00 pm

2415 Boston Post Road, Guilford CT - parking lot
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Client Breakfast Meeting - 

Client Breakfast Meeting - 

Client Event | April 23rd | 9:30 am

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Who We HelpHelping You Pursue Your Financial Dreams

At Guilford Financial Group, Inc. Scott and Wayne’s investment philosophy involves determining each client's risk tolerance and then selecting appropriate investments.   Determining the risk tolerance of clients involves spending time getting to know them.  They find out their goals, hesitations, and fears to help discover what their risk tolerance is.  They also take into account factors such as age, income level, total net worth, and investment time horizons.

  • Families
  • Individuals
  • Pre-Retirees / Retirees

How We Help Build Confidence For Your Financial Future

Scott and Wayne evaluate investments that best fit the needs of their clients.  They do this through in-depth research and analysis of information from many sources.  Once an investment profile you feel comfortable with has been created, Scott and Wayne will monitor your account on an ongoing basis.  You will receive periodic statements and will be notified of any activity in your account.  They will keep your investment goals in mind and monitor your asset mix, making recommendations for change when appropriate.

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Distributions

There are many things to take into consideration when taking distributions.  When, what account, do you need to take RMDs, taxes: federal and/or state taxes.

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Risk Management

When it comes to investments and risk management, we believe educating our clients is crucial to their financial well-being.


Wealth Preservation

Our clients fully understand and steer their own financial future. We work with a team of talented professionals from various financial disciplines to work towards our clients' financial goals in terms of wealth accumulation, estate planning, and tax planning.

About Us A Team Dedicated To Your Success

Scott and Wayne both have been CFP® professionals for over 20 years.  They have been following the Fiduciary standard since becoming a CFP®.  This means that they follow the CFP® Board’s Code of Ethics and Standards of Conduct that reflects the commitment that all CFP® professionals make to have the highest standards of competency and ethics for their clients. At all times when providing Financial Advice to a Client, a CFP® professional must act as a fiduciary, and therefore, act in the best interests of the Client.

Education Providing Knowledge As A Tool

From retiring early to funding a college education to fueling your passion for philanthropy, our client-focused resources can help.From retiring early to funding a college education to fueling your passion for philanthropy, our

Tax Efficiency in Retirement

Tax Efficiency in Retirement

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Understanding Marginal Income Tax Brackets

Understanding Marginal Income Tax Brackets

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Social Security: Maximizing Benefits

Social Security: Maximizing Benefits

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Are You Ready? Take The First Step

If you believe you could benefit from working with a financial professional, let’s review your portfolio, financial trajectory, and goals to see if you’re a good match for our practice.

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