A complete list of active advisors currently associated with Guardian Financial Partners, LLC

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

Guardian Financial Partners provides investment advisory services to individuals (including high-net-worth clients), trusts, pension and profit-sharing plans, and business entities, offering asset management, retirement plan consulting, referrals to third‑party money managers, and individualized portfolio management through wrap-fee accounts. The firm discloses that it generally charges percentage-of-assets fees and reported managing approximately $911.9 million in discretionary assets as of December 31, 2025. The firm describes its advisory approach as fiduciary and client‑focused, emphasizing communication and tailored plans; it uses proprietary asset‑allocation models with five standard portfolio models and multiple “sleeves” (Equity, Tactical, Multi‑Alternative, and Fixed Income) and combines methods such as fundamental and technical analysis, Modern Portfolio Theory, and third‑party manager due diligence. For retirement plan consulting the firm assists plan sponsors with investment policy statements, investment monitoring, and participant education, and it performs initial and ongoing reviews when referring clients to outside managers. Noteworthy distinctions include its role as a wrap fee program sponsor — the brochure states the firm “only offers wrap fee accounts” — and a scale of regulatory assets that results in AUM per advisor above typical team‑firm levels, a feature the firm notes and which is uncommon among peers. The firm also discloses use of compensated testimonials and endorsements under written agreements (with required disclosures to referred prospective clients) and reports receiving complimentary research benefits from a third‑party manager after placing client assets in that manager’s fund, arrangements it identifies as potential conflicts and discloses in the brochure.

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