Meghan McGuire, CFP®, ChFC®, MS, RICP®
Managing Director
Meghan is dedicated to helping individuals and families build lasting financial confidence by providing the tools, knowledge, and guidance needed to make meaningful progress toward their goals. She specializes in family wealth management, where she excels at developing strong client relationships, offering personalized coaching, and guiding clients to save, spend, and give in alignment with their values and budget. Known for her authenticity, Meghan practices the same disciplined financial principles she encourages in others.
Her career spans multiple industries—including grain cooperatives, real estate, construction, accounting, and financial advising—giving her a broad and well-rounded perspective. Drawing on her experience in accounting, training, behavioral conditioning, leadership, and organizational systems, Meghan delivers thoughtful, customized support to each client. She has been part of the financial services industry since 2008.
Beyond her professional role, Meghan is a passionate community leader with alongstanding commitment to charitable initiatives supporting youth, single women, and families experiencing financial hardship. She has served as a youth leader for 18 years and is deeply involved in her church, contributing to youth retreats, mentorship programs, mission trips, small groups, community theater productions, DivorceCare facilitation, Financial Peace University coordination, and leadership roles on both the Deacons and the Board of Stewards.
Meghan’s service extends well beyond the church. She has volunteered with Cub Scouts, coached flag football, participated in Junior Achievement programs, supported Susan G. Komen events, worked on Habitat for Humanity construction projects, served in Group Work Camps, and previously held a board position with the Colorado division of the Wells Fargo Advisors Women’s Team Member Network.
A proud third-generation Colorado native, Meghan resides in Larkspur and is a devoted mother of three. In her free time, she enjoys reading, yoga, running, and—true to her passion—budgeting.
Education
- MS in Organizational Leadership – Colorado State University
- BS in Business Management – Fort Hays State University
Registrations, Licenses & Certifications
- CERTIFIED FINANCIAL PLANNER®
- FINRA Series 7 – General Securities Representative
- FINRA Series 66 – Investment Advisor
- Retirement Income Certified Professional®
- Colorado Life and Health Insurance
- Chartered Financial Consultant®
- CA Insurance License Number: 0L46138. Resident State: CO.
Meghan McGuire’s Favorite Quote:
“Life is the sum of all your choices.”
– ALBERT CAMUS