Reid Guthrie

Biography

Reid Guthrie has more than a decade of experience helping families organize, grow, and protect their wealth so they can focus on what matters most. He provides a family office–style experience by integrating investment management, tax planning, legal coordination, and long-term financial strategy into one cohesive plan. His philosophy is that financial advice should go beyond portfolios and spreadsheets to provide clarity, confidence, and a clear path toward the life clients want to build.

He works with families, business owners, and professionals to develop strategies aligned with their values and long-term goals—whether planning for retirement, navigating major life milestones, managing risk, or building generational wealth. Reid aims to serve as a trusted partner who helps coordinate the many moving parts of a client’s financial life.

Outside of work, Reid enjoys spending time with his wife, Kaci, and their children, Vivienne and Bennett. He also enjoys golfing, fishing, staying active, and being involved in his local community.