A complete list of active advisors currently associated with Guardian Advisors, LLC
Warmer can help you find a great advisor at Guardian Advisors, LLC or one who fits your needs even better.
Guardian Advisors, LLC is a single-advisor independent advisory firm that provides personalized financial planning and discretionary investment management to individuals, retirement plans, trusts, estates, charitable organizations and small businesses. The firm offers comprehensive planning (including cash flow, retirement, education and estate planning), hourly engagements, tax-related advice and ongoing asset management, and currently reports approximately $2.68 million in assets under management across a very small number of client relationships. The firm’s investment approach emphasizes strategic asset allocation with a core-and-satellite structure, using passively managed index funds and ETFs as the core and selectively adding active managers where the firm sees opportunity; portfolios are globally diversified and an Investment Policy Statement is used to document client objectives. Guardian accepts limited power-of-attorney discretionary trading authority, places trades through custodians and does not act as custodian itself, with clients receiving direct custodial statements and periodic written reports. What is uncommon for a small independent RIA is Guardian’s overlap with brokerage and insurance activities and its formal affiliation structure: the firm is licensed to sell annuities, insurance and other commissioned products and has a material relationship with a related accounting firm and a joint partnership (Kanter Wealth Management) to provide planning services. The founder’s prior broker‑dealer and branch management experience informs the firm’s ability to implement both advisory solutions and brokerage/insurance products, a mix that is atypical among similarly sized independent advisers.
To learn more about the advisors currently working at Guardian Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Tampa, FL
| 34
|
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