A complete list of active advisors currently associated with Guardian Plus Inc
Warmer can help you find a great advisor at Guardian Plus Inc or one who fits your needs even better.
Guardian Plus Inc. is a fee‑only, independent registered investment adviser that provides wealth planning, portfolio management, monitoring, and consulting to individuals, financial planners, corporations, and non-profit organizations. The brochure states the firm managed $11,749,816 as of 06/30/2025 and explicitly notes relationships with corporate and charitable clients, including management of the Mill Creek Rotary Foundation. The firm emphasizes asset allocation and active rebalancing as its primary investment approach, following a four‑step process of planning, construction, management, and quarterly review. Portfolios are constructed using ETFs, taxable and tax‑exempt bonds, individual equities and limited option strategies (covered calls), and the firm offers three proprietary Plus+ portfolio tiers including custom income and a covered‑call enhanced strategy; some accounts are managed on a non‑discretionary basis while others are discretionary. What is distinctive for a solo, independent adviser is the combination of institutional and charitable client work together with monitoring and third‑party manager selection services, and a formalized covered‑call offering within its Tiered portfolios. The brochure also discloses affiliated entities (a management LLC and a limited partnership role) and a practice of using Schwab Institutional for certain portfolios, which shape the firm’s operational and custody arrangements relative to many peers.
To learn more about the advisors currently working at Guardian Plus 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.
Name |
Location |
Years of experience |
|---|---|---|
Mill Creek, WA
| 47
|
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