Meet Blake
Barbosa

Blake didn't set out to become a financial planner - he found the work almost by accident during a college internship, sitting across the table from families working through real decisions like retirement, college funding, loss, and legacy, and something about it fit. He grew up on the South Coast of Massachusetts, where hard work, community, and doing right by people weren't abstract values but simply how things worked, and that upbringing still shapes how he runs Guided Wealth today.

What became clear during that internship was the kind of work he wanted to do: helping people make the most of what they'd built, protect the people they loved, and manage their wealth with real coordination instead of guesswork. Over a decade later, that hasn't changed. It's also what led him to found Guided Wealth, on the idea that families who spend a lifetime building wealth deserve more than a product pitch and an annual check-in - they deserve a plan built around their actual life, with investments, taxes, estate planning, insurance, and retirement income coordinated under one roof instead of scattered across advisors who never talk to each other.

That belief is also why Guided Wealth keeps its client list intentionally small. The kind of planning the firm does - proactive, coordinated, genuinely tailored to each family - isn't something that holds up once you try to scale it, so Blake has chosen not to. As founder and lead financial planner, he sets the firm's overall planning philosophy and works directly with the team on the more complex client situations, the ones that touch several parts of a financial life at once and need someone thinking about the whole picture rather than just one piece of it.