Blake Barbosa, CFP®, MSFP, RICP®, WMCP®
Comprehensive Solutions for Complex Wealth | Fee Only | Fiduciary
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Serving Clients Nationwide
Comprehensive Solutions for Complex Wealth | Fee Only | Fiduciary
Areas of Focus
- Business Owners
- Business Transitions
- Estate Planning
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Blake Barbosa, CFP®, MSFP, RICP®, WMCP®
Hi, I'm Blake Barbosa. I grew up on the South Coast of Massachusetts, where the values of hard work, community, and doing right by the people around you weren't just ideals - they were a way of life. Those same values have shaped everything about the way I approach financial planning.I found my way into the profession the way the best advisors often do - not by chasing a career, but by discovering a calling. During a college internship at a financial planning firm, I sat across the table from real families navigating real decisions and realized I had found my purpose: helping people make the most of what they'd built, protect the people they loved, and become true stewards of their wealth. More than a decade later, that purpose hasn't changed.
In 2013, I began building the expertise that would eventually become Guided Wealth. I hold the CERTIFIED FINANCIAL PLANNER® designation alongside a Master of Science in Financial Planning, and have further deepened my knowledge through the Retirement Income Certified Professional® and Wealth Management Certified Professional® designations - a combination that reflects not just technical fluency, but a genuine commitment to serving clients at the highest level during the most important financial chapter of their lives.
I am an active member of the Financial Planning Association and believe deeply in giving back to the community that shaped me. For nearly nine years, I served as a Big Brother through Big Brothers Big Sisters, meeting my Little when he was in fifth grade and walking alongside him all the way to college. We're still in touch today. It's the kind of relationship I bring to everything I do - showing up, staying present, and being someone people can count on for the long haul.
When I'm not working, I'm most at home spending time with my wife Lindsey and our daughters Tenley and Laurel, out on the golf course, or deep into a good book.
I started Guided Wealth with one belief: that families who have spent a lifetime building real wealth deserve a plan - and a planner - built specifically for them.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Master of Science in Financial Planning (MSFP)
- Retirement Income Certified Professional (RICP)
- Wealth Management Certified Professional (WMCP)
Affiliations
- Financial Planning Association
Primary Location
6 Sleepy Hollow Road, Dartmouth, MA 02747
Meeting Options
- Video Conference
- In-Person
- Phone
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a complimentary 60-minute conversation. We'll listen to what matters most to you, answer your questions, and share how we might be able to help. I look forward to speaking with you.Offers Investment Management
Yes
About Guided Wealth, LLC
Most financial plans are built around a template. The families we work with don't fit one.Who We Work With
At Guided Wealth, we work with a specific kind of family. One that has spent decades building significant wealth - and is now facing the most consequential financial decisions of their life.
▪️ You're within five years of retirement with $1 million or more
You've done the hard part. Now the questions are different - and the stakes of getting them wrong are higher than they've ever been.
▪️ You suspect your current plan wasn't built for this moment
It may have served you well getting here. But where you're going requires something different.
▪️ Your financial life has more complexity than a standard plan can handle
You know it. You just haven't found a firm that does too.
Why Guided Wealth
✔️ Planning That Goes Deeper
Many financial plans are created in only a handful of meetings and focus primarily on portfolios.
Our planning relationships begin with a far more comprehensive process.
We spend significant time in the first year working through retirement income strategy, tax planning, estate coordination, and investment decisions. Complex financial lives deserve more than occasional reviews.
✔️ Strategy That Is Fully Coordinated
Important financial decisions rarely exist in isolation. Investment strategy, tax planning, retirement income, and estate planning must work together to produce the best long-term outcomes.
We work alongside your CPA and estate attorney to help ensure your financial strategy functions as a coordinated plan rather than a collection of separate decisions.
✔️ Expertise You Can Verify
Thoughtful financial planning requires deep expertise and ongoing professional development.
Our team holds advanced professional designations and graduate-level education in financial planning, reflecting years of study and a commitment to the highest professional standards.
CFP® | RICP® | WMCP® | FPQP® | M.S. Financial Planning
How We Help
▪️ Retirement Income Planning
Income strategies built for longevity, tax efficiency, and the retirement you've actually envisioned.
▪️ Investment Management
Evidence-based portfolios shaped by your risk tolerance, time horizon, and tax situation - with full transparency.
▪️ Estate & Legacy Planning
Trust documents, beneficiary designations, and legacy goals integrated with your financial plan from day one.
▪️ Tax-Aware Planning
Reducing tax drag at every stage - income, investments, and estate transfer - so more stays with your family.
▪️ Business Succession Planning
Taxes, liquidity, and what comes after - planned well before the exit date, not under pressure.
▪️ Private Client Partnership
Your central financial partner, coordinating across legal, tax, and investment advisors so nothing falls through
Education
University of Massachusetts Dartmouth, BS, Finance | The American College of Financial Services, Masters in Financial Planning
Hobbies and Interests
- Family
- Golf
- Reading
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Gen X
- Individuals
- Intergenerational Families
- Living in Retirement
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