Blake Barbosa

Blake Barbosa 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 he approaches financial planning. Blake found his 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, he sat across the table from real families navigating real decisions and realized he had found his 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, Blake began building the expertise that would eventually become Guided Wealth. He holds the CERTIFIED FINANCIAL PLANNER® designation alongside a Master of Science in Financial Planning, and has further deepened his 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. Blake is an active member of the Financial Planning Association and believes deeply in giving back to the community that shaped him. For nearly nine years, he served as a Big Brother through Big Brothers Big Sisters, meeting his Little when he was in fifth grade and walking alongside him all the way to college. They're still in touch today. It's the kind of relationship Blake brings to everything he does - showing up, staying present, and being someone people can count on for the long haul. When he's not working, Blake is most at home spending time with his wife Lindsey and their daughters Tenley and Laurel, out on the golf course, or deep into a good book. He 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.