Minimize the Wealth Gap. Maximize Your Wealth Potential and Impact.

Helping urban professionals, entrepreneurs and small businesses grow wealth, launch ventures, and lead community impact through education, innovative tools, tailored strategies and step-by-step programs.

MEET THAT ADVISOR GUY

The Man Behind the Guidance

John Seard brings more than thirty years of experience in sales, marketing, real estate, financial management, and business development throughout the Washington, D.C. metropolitan area. With a proven track record of driving growth and profitability, John has built his career on helping individuals and organizations identify opportunities, create effective strategies, and achieve sustainable success.

As an entrepreneur and strategic planner, John is passionate about exposing, fueling, and liberating the entrepreneurial spirit. He has guided clients and teams through the disciplines of financial management, organizational planning, business development, and sales systems — always with a focus on turning vision into execution.

Today, as the founder of That Advisor Guy (TAG), John leverages his expertise to help clients discover the challenges holding them back, design personalized strategies to achieve their goals, and deploy plans with confidence. TAG’s mission under his leadership is to empower individuals and entrepreneurs to build wealth, protect assets, and create lasting legacies.

John also serves as the founder of PeakPath Ventures and PeakPath Foundation, an initiative dedicated to supporting athletic departments at HBCUs and underserved school districts.

WAYS WORK TOGETHER

Personalized Guidance That Moves You Forward

THE TAG APPROACH

Proven Process to Move You From Clarity to Action

SIGNATURE PROGRAM

TAG Wealth Path™

The TAG Wealth Path is a proven framework that guides you through every stage of wealth-building. From getting your financial foundation in order to structuring assets, growing investments, and planning your legacy — each phase moves you closer to lasting freedom.

The Five Paths

Foundation

Build healthy money habits, eliminate debt, and take control of your cash flow.

Structure

Protect your assets and set up legal frameworks that secure your wealth.

Build

Strengthen credit, grow savings, and create momentum toward wealth.

Grow 

Expand through real estate, investments, and business opportunities.

Freedom

Achieve independence, create legacy plans, and sustain long-term wealth.

DOWNLOAD YOUR FREEBIE

Get the 7-Day Money Reset Challenge Today!

Forget the fluff. This is not about cutting out lattes or setting goals you forget by Tuesday. This is about momentum. The 7-Day Money Reset Challenge is a real-world, no-hype system built to reset your mindset, your money habits, and your future. No matter how much—or how little—you’ve got right now, you can take back control, one decision at a time.  And by the end of these 7 days, you’ll not only have a clearer picture of your finances—you’ll be shocked at how much power you’ve been sitting on all along.

NEXT STEPS

Ready To Get Started?

The path to freedom and growth starts with action. Whether you’re looking to eliminate debt, protect your wealth, or create a legacy, TAG helps you uncover opportunities, design a clear strategy, and deploy the steps that lead to lasting results.

What Our Clients Are Saying...