Guardian Wealth Advisors, LLC logo

Guardian Wealth Advisors, LLC

Updated today

Client assets under management

$1,969,368,902

Clients

2,123

22% high-net-worth

Advisors

31

of 50 employees

Firm type

Multi-team

30-300 advisors or >$3B in AUM

Clients per advisor

68

Typical

Average account size

$927,635

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 location

Guardian Wealth Advisors, LLC

2413 Blue Ridge Rd, Suite 201

Raleigh NC 27607, United States

Number of offices

14

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

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

Durham, 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
user avatar

Stephanie C

Series 65

Johnson City, TN

Guardian Wealth Advisors, LLC

Stephanie Campbell is a financial advisor at Guardian Wealth Advisors, LLC in Johnson City, TN, holding a Series 65 designation with seven years of industry experience. She previously worked at Triad Hybrid Solutions, LLC and Triad Advisors, Inc. from 2016 to 2021, and Eastman Credit Union from 2007 to 2016. Outside of investment advising, she is licensed as an insurance agent and sells life insurance and long-term care insurance. 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, integrating fundamental and technical analysis to manage portfolios.

Retired Founder/Business Owner
user avatar

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
user avatar

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
user avatar

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
user avatar

Ervin M

CFP®, Series 66

Raleigh, NC

Guardian Wealth Advisors, LLC

Ervin Millwood is a CFP® professional affiliated with Guardian Wealth Advisors, LLC in Raleigh, NC, with 19 years of industry experience. He has worked at several firms including Gordon Asset Management, LLC, Triad Advisors, Inc., and Aptus Capital Advisors, LLC. Outside of his advisory role, he is involved in scuba instruction as an assistant at Gypsy Divers, LLC. Guardian Wealth Advisors provides investment advisory, financial planning, and retirement plan consulting services 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

Michael H

CFP®, Series 63, Series 65

Raleigh, NC

Guardian Wealth Advisors, LLC

Michael Hensley is a CFP® professional with 18 years of industry experience. He is currently with Guardian Wealth Advisors, LLC and has previously worked at Aptus Capital Advisors, LLC and Gordon Asset Management, LLC. 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
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 a Series 65 designation and one year of industry experience. Prior to her current role, she has worked at firms including PennStuart and has held positions outside the financial sector at companies such as DoorDash and Best Buy. 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

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 bringing 13 years of industry experience. His prior roles include positions at Triad Hybrid Solutions, Triad Advisors, Inc., and Wells Fargo Advisors, LLC. Outside of investment advisory work, he is also licensed as an insurance agent, selling life and long-term care insurance. 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, incorporating technical indicators and quantitative models to manage portfolio risk and market participation.

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

Durham, NC

Guardian Wealth Advisors, LLC

Carter Ellis is a CFP® and holds a Series 65 license with 10 years of industry experience. He is currently with Guardian Wealth Advisors, LLC and previously worked at Kuhn Advisors, Inc. for eight years. Outside of his advisory role, he co-founded and serves as a partner and tax preparer at Valley Peak Tax & Accounting, providing tax preparation and business consulting services. Guardian Wealth Advisors offers investment advisory, financial planning, and retirement plan consulting services to individuals, retirement plans, and institutional clients. The firm uses a systematic approach incorporating fundamental and technical analysis, with portfolios primarily constructed from mutual funds and ETFs, and employs both discretionary and non-discretionary management strategies.

Retired Founder/Business Owner
user avatar

Matthew J

Series 65

Durham, 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

Robert F

Series 66

Raleigh, NC

Guardian Wealth Advisors, LLC

Robert Falconer is a financial advisor with Guardian Wealth Advisors, LLC in Raleigh, NC, holding a Series 66 designation and four years of industry experience. His prior roles include positions at LPL Financial, MML Investors Services, and Mass Mutual Life Insurance. Outside of finance, he has experience working in the golf industry with Titleist Golf Company and at country clubs. 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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