A complete list of active advisors currently associated with Guardian Financial, Inc.

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

Guardian Financial, Inc. advises individual and high‑net‑worth clients and provides discretionary asset management primarily through the Envestnet third‑party strategist network and related wrap programs. The firm also offers insurance products through an affiliated insurance agency and may present insurance solutions as part of client relationships. The firm implements client strategies by selecting third‑party managers and portfolios on Envestnet under discretionary authority, using suitability questionnaires and investment policy statements to align portfolios with clients’ objectives. Account reviews are performed at least quarterly and the firm’s analysis draws on fundamental, technical, and cyclical methods, with custodians providing regular statements and trade confirmations directly to clients. Distinctive aspects of the firm include its solo‑practitioner structure combined with a relatively high client load—serving roughly 285 clients with a single advisory professional—a client‑to‑advisor ratio uncommon among peers. The principal’s ongoing licensed insurance practice and receipt of commission income for insurance sales is disclosed as a material affiliation and potential conflict of interest, which the firm says it manages through disclosures, procedures, and its fiduciary obligations.

To learn more about the advisors currently working at Guardian Financial, Inc., 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.