Guardian Wealth Advisors, LLC logo

Guardian Wealth Advisors, LLC

Updated today

Client AUM

$1,969,368,902

Clients

2,123

Advisors

33

across 14 offices

About

Guardian Wealth Advisors serves individuals (including high‑net‑worth clients), retirement plans and their participants, charitable organizations, trusts, and other business entities. The firm provides investment advisory and portfolio management, financial planning, retirement plan consulting, and a cash management program that places client funds at FDIC/NCUA‑insured depositories.

GWA implements client strategies primarily through ETFs and mutual funds, using a mix of fundamental and technical analysis and a systematic, quantitative framework that incorporates technical indicators and risk‑mitigation overlays to attempt to limit major market drawdowns. The firm allocates to third‑party managers and UMA platforms, offers both discretionary and non‑discretionary management, and uses tools such as Riskalyze to measure risk and organize trades.

Compared with most multi‑team peers, GWA discloses and uses hypothetical performance materials in its marketing and client materials, a practice that is relatively uncommon among similar firms. The brochure also notes several third‑party arrangements that create potential conflicts of interest — including a fee received for client participation in a cash‑management program and discounted technology arrangements — and discloses that certain supervised persons engage in brokerage and insurance activities and a recent regulatory discipline, which prospective clients may want to review.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Consulting

Occupation focus

Retired Founder/Business Owner

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Fee options

Fixed

Financial Planning Services and Retirement Plan Consulting Services may be charged flat fees, negotiated individually.

Percentage

Negotiated between 0.30% and 1.5% depending on account size, services, and other factors

Project-based

Financial Planning Services may be charged hourly; exact rates negotiated individually.

Other

Minimum fee: Certain accounts may be subject to a minimum annual fee, specifics not stated. Fee-only: Financial Planning Services fees charged on a flat-fee or hourly basis, negotiated individually.

Main office

See office

2413 Blue Ridge Rd, Suite 201

Raleigh NC 27607

Advisors at this office

13

Most active in

Arizona · California · Florida · Georgia · Iowa · Kansas · Louisiana · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Nebraska · New Hampshire · New York · North Carolina · Ohio · Oregon · Pennsylvania · South Carolina · Tennessee · Texas · Virginia

Also doing business as

Blue Line Investing · Centerpoint Financial Group, Inc. · Cornerstone Wealth Consulting Services LLC · Dunham & Deitel Wealth Management · Finance Roadmap Planning · Gather Wealth · Guardian Wealth Advisors, LLC · Guardian Wealth Partners · Gwp Holdings, LLC · Id Wealth · Ingram Financial · Lsg Investment Group · Rich Road Financial, LLC · Silo Wealth · Valley Peak Financial

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Christian K

CFP®, Series 63, Series 65

Raleigh, NC

Guardian Wealth Advisors, LLC

Christian Keedy is a CFP® professional with 14 years of industry experience, currently serving as an advisor at Guardian Wealth Advisors, LLC since 2022. His prior roles include positions at Aptus Capital Advisors, LLC and Gordon Asset Management. Outside of his advisory work, he is president of CDK Capital Corp. Guardian Wealth Advisors provides investment advisory services, financial planning, and retirement plan consulting to individuals, retirement plans, and institutional clients. The firm employs a systematic investment approach using mutual funds, ETFs, bonds, options, and equities, combining fundamental and technical analysis to manage portfolios.

Retired Founder/Business Owner
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Stephanie C

Series 65

Johnson City, TN

Guardian Wealth Advisors, LLC

Stephanie Campbell is a financial advisor with Guardian Wealth Advisors, LLC, holding a Series 65 designation and seven years of industry experience. She previously worked at Triad Hybrid Solutions, LLC and Triad Advisors, Inc. for five years. In addition to her advisory role, she is licensed as an insurance agent, selling life and long-term care insurance. Guardian Wealth Advisors serves individuals, retirement plans, charitable organizations, trusts, and business entities. The firm employs a mix of fundamental and technical analysis with a systematic, quantitative approach primarily using ETFs and mutual funds, offering both discretionary and non-discretionary management.

Retired Founder/Business Owner
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Nathan L

CFP®, Series 63, Series 65

Omaha, NE

Guardian Wealth Advisors, LLC

Nathan Legrand is a CFP® with 30 years of experience in the financial services industry. He is currently with Guardian Wealth Advisors, LLC and has previously worked at ORG Partners, WealthShield Partners, and Raymond James Financial Services. Outside of his advisory role, he serves on the Papillion Community Schools Foundation Board. Guardian Wealth Advisors provides investment advisory services, financial planning, and retirement plan consulting to individuals, retirement plans, and institutional entities. The firm employs a systematic investment approach using mutual funds, ETFs, bonds, options, and equities, incorporating both fundamental and technical analysis.

Retired Founder/Business Owner
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Brandon F

Series 66

Raleigh, NC

Guardian Wealth Advisors, LLC

Brandon Fentress is a financial advisor at Guardian Wealth Advisors, LLC in Raleigh, NC, with 15 years of industry experience. He holds a Series 66 designation and has worked at firms including Triad Advisors, Inc., Gordon Asset Management, LLC, and Aptus Capital Advisors, LLC. Outside of advisory services, he is also a licensed life insurance agent. Guardian Wealth Advisors provides investment advisory, financial planning, and retirement plan consulting to individuals, retirement plans, and institutional clients. The firm uses a systematic approach combining fundamental and technical analysis and offers portfolio management through mutual funds, ETFs, bonds, options, and equities.

Retired Founder/Business Owner
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Brian S

Series 65

Wyoming, MN

Guardian Wealth Advisors, LLC

Brian Senske is a financial advisor at Guardian Wealth Advisors, LLC with 10 years of industry experience. He holds a Series 65 designation and previously worked at All Star Financial Inc. for seven years. Outside of his advisory role, Senske provides CFO and management consulting services to small- and mid-size companies through his sole proprietorship, 3T Advisory Services LLC. Guardian Wealth Advisors offers investment advisory services, financial planning, and retirement plan consulting to individuals, retirement plans, and institutional clients. The firm employs a systematic investment approach using mutual funds, ETFs, bonds, options, and equities, combining fundamental and technical analysis to manage portfolios.

Retired Founder/Business Owner
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Ervin M

CFP®, Series 66

Raleigh, NC

Guardian Wealth Advisors, LLC

Ervin Millwood III is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Guardian Wealth Advisors, LLC in Raleigh, NC. His work history includes roles at Aptus Capital Advisors, LLC, Triad Advisors, Inc., and Gordon Asset Management, LLC. Outside of his advisory practice, he is involved in scuba instruction as an assistant for Gypsy Divers, LLC. Guardian Wealth Advisors serves individuals, retirement plans, charitable organizations, trusts, and business entities, offering investment advisory, financial planning, retirement consulting, and cash management services. The firm employs a mix of fundamental and technical analysis within a systematic, quantitative framework and utilizes tools such as Riskalyze to manage risk and organize trades.

Retired Founder/Business Owner
user avatar

Michael H

CFP®, Series 63, Series 65

Raleigh, NC

Guardian Wealth Advisors, LLC

Michael Hensley is a CFP® professional with 19 years of experience in financial advising. He is currently with Guardian Wealth Advisors, LLC, where he has worked since 2022. His prior experience includes roles at Aptus Capital Advisors, LLC, Gordon Asset Management, LLC, and several other firms dating back to 2005. Guardian Wealth Advisors serves individuals, including high-net-worth clients, retirement plans, charitable organizations, trusts, and business entities. The firm employs a combination of fundamental and technical analysis within a systematic, quantitative framework to manage portfolios primarily through ETFs and mutual funds.

Retired Founder/Business Owner
user avatar

Kenna M

Series 65

Johnson City, TN

Guardian Wealth Advisors, LLC

Kenna Mc Murray is a financial advisor at Guardian Wealth Advisors, LLC with two years of industry experience. She holds a Series 65 designation and has worked at Guardian Wealth Advisors since 2022. Prior to her advisory career, she held roles in various industries including retail and mortgage services. Guardian Wealth Advisors serves individuals, retirement plans, charitable organizations, trusts, and other business entities by providing investment advisory, portfolio management, financial planning, and retirement plan consulting. The firm employs a systematic, quantitative investment approach utilizing ETFs, mutual funds, and risk-mitigation strategies.

Retired Founder/Business Owner
user avatar

Matthew D

Series 66

Johnson City, TN

Guardian Wealth Advisors, LLC

Matthew Deitel is a financial advisor with Guardian Wealth Advisors, LLC, holding a Series 66 designation and 14 years of industry experience. His prior positions include roles at Triad Hybrid Solutions, Triad Advisors, Inc., and Wells Fargo Clearing. He is also licensed to sell life insurance and long-term care insurance. Guardian Wealth Advisors serves individuals, retirement plans, charitable organizations, trusts, and business entities by providing investment advisory, financial planning, retirement consulting, and cash management services. The firm employs a combination of fundamental and technical analysis within a systematic framework, utilizing ETFs, mutual funds, third-party managers, and risk measurement tools.

Retired Founder/Business Owner
user avatar

Isaac M

Series 63, Series 65

Omaha, NE

Guardian Wealth Advisors, LLC

Isaac Mc Coy is a financial advisor at Guardian Wealth Advisors, LLC in Omaha, NE, holding Series 63 and Series 65 licenses with two years of industry experience. His prior roles include positions at ORG Partners and Charles Schwab & Co., Inc. Guardian Wealth Advisors provides investment advisory services, financial planning, and retirement plan consulting to individuals, retirement plans, and institutional clients. The firm employs a systematic investment approach using mutual funds, ETFs, bonds, options, and equities, combining fundamental and technical analysis to manage portfolios.

Retired Founder/Business Owner
user avatar

Darina N

Series 65

Johnson City, TN

Guardian Wealth Advisors, LLC

Darina Nghiem is a Series 65-licensed advisor at Guardian Wealth Advisors, LLC with two years of industry experience. She has worked at Guardian Wealth Advisors since 2022 and is also co-owner of LV Nail Bar, a salon she has managed since 2013. Guardian Wealth Advisors provides investment advisory services, financial planning, and retirement plan consulting to individuals, retirement plans, and institutional clients. The firm uses a systematic investment approach combining fundamental and technical analysis and offers both discretionary and non-discretionary portfolio management.

Retired Founder/Business Owner
user avatar

Carter E

CFP®, Series 65

Raleigh, NC

Guardian Wealth Advisors, LLC

Carter Ellis is a CFP® and holds a Series 65 license with 11 years of industry experience. He has worked at Guardian Wealth Advisors, LLC since 2022 and previously spent eight years at Kuhn Advisors, Inc. Outside of his financial advisory work, he is a co-founder and partner of Valley Peak Tax & Accounting, providing tax preparation and business consulting services. Guardian Wealth Advisors serves individuals, retirement plans, charitable organizations, trusts, and business entities by offering investment advisory, financial planning, and retirement plan consulting services. The firm employs a systematic, quantitative approach using ETFs, mutual funds, and third-party managers, and is notable for disclosing hypothetical performance materials in its client communications.

Retired Founder/Business Owner
user avatar

Matthew J

Series 65

Raleigh, NC

Guardian Wealth Advisors, LLC

Matthew James is a financial advisor at Guardian Wealth Advisors, LLC in Durham, NC, with two years of industry experience. He holds a Series 65 credential and has prior experience at Brighton Jones and other organizations including the National Taxpayers Union Foundation and the U.S. Bureau of Labor Statistics. Guardian Wealth Advisors provides investment advisory services, financial planning, and retirement plan consulting to individuals, retirement plans, and institutional entities. The firm employs a systematic investment approach using mutual funds, ETFs, bonds, options, and equities, combining fundamental and technical analysis to manage portfolios.

Retired Founder/Business Owner
user avatar

Jeffrey L

Series 63, Series 65

Raleiegh, NC

Guardian Wealth Advisors, LLC

Jeffrey Link is a financial advisor with Guardian Wealth Advisors, LLC in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He previously worked at Aptus Capital Advisors, LLC and Gordon Asset Management, LLC. He is also the author of the book *Protecting the Pig*. Guardian Wealth Advisors provides investment advisory services, financial planning, and retirement plan consulting to individuals, retirement plans, and institutional clients, employing a systematic investment approach that incorporates mutual funds, ETFs, bonds, options, and equities.

Retired Founder/Business Owner
user avatar

Hallvard B

Series 65

Raleigh, NC

Guardian Wealth Advisors, LLC

Hallvard Boehn is a financial advisor at Guardian Wealth Advisors, LLC in Raleigh, NC, holding a Series 65 designation. He has been with Guardian Wealth Advisors since 2024 and has prior experience at Charter Oak Financial, College Steps, and several other firms and organizations. Guardian Wealth Advisors serves individuals, retirement plans, charitable organizations, trusts, and business entities with investment advisory, financial planning, and retirement plan consulting services. The firm uses a combination of fundamental and technical analysis within a systematic framework to manage client portfolios, primarily through ETFs and mutual funds.

Retired Founder/Business Owner
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