Data-Driven Guidance

Smart investing for the
long term.

We guide you through the noise of the market. Explore expert-modeled stock and ETF portfolios tailored to your risk tolerance, then invest securely with our trusted partners.

JP
MS
GS
Partnered with top tier platforms

0%

Advisory Fees

4

Model Portfolios

24/7

Digital Guidance

Top Holdings
AP
Apple Inc.
Technology
5.2%
MS
Microsoft
Software
4.8%
AM
Amazon
Consumer
3.1%
Asset Allocation
60% Equities
Stocks
Bonds
Projected Growth $42,509
+8.4%

Aggressive Portfolio

High Risk / High Reward

Model Portfolios

Strategies built for
every risk level.

We don't chase trends. Our portfolios use broad-market ETFs to balance risk and reward based on your specific financial horizon.

Low Risk

Conservative

Prioritizes capital preservation. Best for short time horizons.

70% 20% 10%
Bonds
Stocks
Cash
Moderate Risk

Balanced

A blend of growth and stability. Suitable for medium-term outlooks.

45% 30% 15% 10%
US Stock
Bonds
Intl Stock
Real Est
High Risk

Aggressive Growth

Maximizes long-term growth potential. Designed for those with 10+ years to invest.

55% 25% 15% 5%
Growth
Intl
Emerging
Small Cap

Guidance Process

From learning to
investing in minutes.

01

Learn the Basics

Understand the difference between stocks, bonds, and funds.

02

Choose a Portfolio

Select a mix that matches your timeline and risk comfort.

03

Start Investing

We redirect you to a secure brokerage to fund your account.

You are ready to go!

Transferring your portfolio selection to Partner Broker...

V

Vanguard

Low fees, high trust

S

Schwab

Great research tools

Historical Context

Market Resilience

Downturn

Historically, the market has trended upwards over long periods, despite short-term volatility.

Our Philosophy

Evidence-based investing. No hype.

Diversification is key

We focus on broad diversification to reduce the risk of any single company failure affecting your wealth.

Time in the market

Trying to time the market rarely works. Consistent, long-term investing is the proven path to compounding.

Low fees matter

We recommend low-cost ETFs. High fees erode your returns significantly over decades.

Read our full methodology

Execution

Execute trades with
trusted brokers.

We provide the intelligence; they provide the infrastructure. Your assets are held by regulated SIPC-insured institutions.

SIPC Protected

Your assets are held by regulated partners with up to $500k in protection. We never touch your funds.

V
V
Vanguard
Low Cost Leader

The pioneer of index investing. Built for the long haul with industry-low expense ratios.

Fidelity

Renowned for zero-expense funds, top-tier research, and world-class trade execution.

SCHWAB
charles SCHWAB
Top Platform

Robust banking integration meets superior trading technology. The complete financial hub.

#1 Satisfaction

Testimonials

Trusted by investors
building their future.

James D.

"VestGuide's Balanced portfolio was exactly what I needed— simple, transparent , and aligned with my goals."

James D.

Balanced Portfolio

Sarah K.

"The educational approach is a game changer. I'm not just blindly following a robo-advisor; I actually understand why I'm invested."

Sarah K.

Growth Portfolio

Michael R.

"Low fees were my priority. Finding a service that guides you to Vanguard ETFs without adding an advisory fee on top is incredibly rare."

Michael R.

Aggressive Portfolio