A complete list of active advisors currently associated with Guardian Asset Advisors, LLC

Warmer can help you find a great advisor at Guardian Asset Advisors, LLC or one who fits your needs even better.

Guardian Asset Advisors, LLC serves individuals (including high‑net‑worth clients), trusts, estates and business entities, managing about $278 million in regulatory assets for roughly 1,196 clients through a team of eight advisors. The firm provides asset management, written financial planning and consulting, retirement plan consulting, and access to third‑party money managers and the Osaic Wealth Managed Opportunities wrap program. The firm emphasizes continuous account supervision and a fiduciary duty, constructing diversified, asset‑allocation‑driven portfolios using mutual funds, ETFs, individual stocks and bonds, and cash equivalents, with account reviews at least annually and the ability for clients to impose reasonable restrictions. Guardian also refers clients to and monitors sub‑advisors, using model portfolios and unified managed account overlays when appropriate as part of its implementation options. Noteworthy compared with peers, Guardian is affiliated with broker‑dealer Osaic Wealth Inc., and several management persons are registered representatives who may effect commissionable securities sales and receive commissions or trail fees — a conflict the firm discloses and says it manages. The firm also operates five offices and reports standing letters of instruction for 412 client accounts totaling about $77.4 million, reflecting a larger operational footprint and specific custody/third‑party transfer arrangements to be aware of.

To learn more about the advisors currently working at Guardian Asset 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.

You can also browse Guardian Asset Advisors, LLC's office locations.