Founder & Lead Financial Planner
Meet Blake
Barbosa
CFP® · MSFP · RICP® · WMCP®
Founder's conviction, planner's heart. The person who built this firm around the belief that serious wealth deserves serious attention.
In the Office
I didn't plan to become a financial planner. I found it.
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 ideals - they were just how life worked. Those values have never left me.
During a college internship, I sat across the table from real families making real decisions - retirement, college, loss, legacy - and something clicked. I'd 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.
I started Guided Wealth because I believed families who spend a lifetime building real wealth deserve more than a product pitch and an annual review. They deserve a plan built around their actual life, and a planner who coordinates every piece of it - investments, taxes, estate, insurance, retirement income - under one roof, with one strategy.
We work with a select number of clients. That's intentional. The kind of planning we do - the depth, the coordination, the proactive attention - isn't possible at scale. Every client gets direct access to me. No junior associates. No hand-offs.
If you've worked with an advisor before and felt like something was missing, you probably weren't imagining it.
Behind the Scenes
Credentials & community
Credentials
- CERTIFIED FINANCIAL PLANNER® (CFP®)
- Master of Science in Financial Planning (MSFP)
- Retirement Income Certified Professional® (RICP®)
- Wealth Management Certified Professional® (WMCP®)
At Guided Wealth
- Founder and lead planner - every client relationship runs through him
- Coordinates investments, taxes, estate, insurance, and retirement income under one strategy
- Direct access, always - no junior associates, no hand-offs
Community
Big Brother, Big Brothers Big Sisters - nearly nine years.
"I met my Little when he was in fifth grade. I walked alongside him all the way to college. We're still in touch today. It's the kind of relationship I try to bring to everything I do - showing up, staying present, and being someone people can count on for the long haul."