Registered Investment Advisors

About Envision Wealth Advisors

Envision Wealth Advisors provides Wealth Coaching and Wealth Management services in suburban Philadelphia. Headed by Certified Financial Planner Kathy Dawson Guerin and John J. Guerin, a PhD Psychologist, this husband and wife team has over 46 years of combined experience in their respective fields. Driven by the belief that wealth is much more than money, Kathy and John use proprietary financial and life planning programs to successfully integrate the financial and non-financial aspects of money. These programs are part of a highly regarded and proven process of wealth optimization for individuals, couples and families.

What is a Wealth Coach?

A wealth coach focuses first and foremost on what a client values before focusing on the value of what they own. The primary objective is to help clients make wise decisions surrounding their wealth. A wealth coach helps bring focus to your values and goals by taking you through our Wealth Optimization process.

Regardless of your current status in the planning process, a Wealth Coach will be able to help you achieve results. The Wealth Optimization process is not a one-time event. It requires periodic refinements that reflect the natural changes in a client's life from both a personal and financial perspective. A Wealth Coach can be the critical addition to your existing advisory team by establishing continuity and focusing the team on your goals and objectives.

What Wealth Management Services Do We Provide?

As a Wealth Management Firm, we provide a variety of money management services including portfolio analysis, in-house investment management and third-party investment management services. We also work with other investment and insurance specialists to provide the best products and services to our clients.

Envision Wealth Advisors Founders

Kathy Dawson Guerin

Kathy Dawson Guerin founded the financial planning practice, Dawson & Associates before joining forces with her husband John to create Envision Wealth Advisors. A 1974 graduate of Mansfield University, Kathy holds a BA in Education. After joining the financial services industry in 1984, she received her CFP designation in 1987 from the College of Financial Planning in Denver, Colorado.

Combining her educational and financial backgrounds, Kathy developed the course, "Women & Money" for Temple Adult Evening School, where she also taught for many years. Kathy designed this class as a tool to aid women in financial literacy and independence. A member of the Board of Directors for the predecessor organization of what is now the Financial Planning Association of Philadelphia Tri-State Area, Kathy has always been quite active in her profession. Kathy believes that every individual has the ability to reach their goals by bringing clarity to their dreams and creating a framework to achieve them.

John J. Guerin, Ph.D.

John J. Guerin, Ph.D. has been a practicing psychologist for twenty-five years. He holds a Masters degree from the University of Chicago, and a doctorate from Temple University. While at Temple, John trained in both Clinical and Organizational Psychology. This dual focus later served him well as he worked with thousands of clients on both sides of the quality of life spectrum. John's clients have included couples, families and individuals, as well as organizations in both private industry and government.

Over the past decade, the focus of John's practice has evolved. Rather than working with clients to resolve serious life issues, he began working with people interested in increasing their life satisfaction and achieving their life vision. In doing so, John discovered that coaching clients through this process invariably leads to discussions of finances, and the role that money plays in people's lives and in their relationships. As a result, John developed training programs for couples regarding financial issues and marriage. To enhance his ability to work with clients at the crossroads of life planning and financial planning, John recently became a Registered Investment Advisor.

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