Johnson City, TN N. Roan Street Office

Team
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Guardian Wealth Advisors, LLC logo

Guardian Wealth Advisors, LLC

Multi-team

Firm-wide stats for Guardian Wealth Advisors, LLC

Total advisors

33

Across 14 offices

Clients per advisor

64 Typical

Avg AUM per client

$927,635 High

HNW client ratio

22% Typical

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.

Based on Guardian Wealth Advisors, LLC

Occupation focus

Retired Founder/Business Owner

Based on Guardian Wealth Advisors, LLC

Location

4104 N. Roan Street, Suite B

Johnson City TN 37601

Advisors at this office

4

Advisors at this office

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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
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

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

Barbara D

CFP®, Series 63, Series 66

Johnson City, TN

Guardian Wealth Advisors, LLC

Barbara Deitel is a CFP® professional with 30 years of industry experience, currently with Guardian Wealth Advisors, LLC since 2021. She previously worked at Triad Hybrid Solutions and Triad Advisors, Inc. from 2016 to 2021. In addition to her advisory role, she is licensed to sell life and long-term care insurance. Guardian Wealth Advisors serves individuals, retirement plans, charitable organizations, trusts, and business entities, offering investment advisory, financial planning, and retirement consulting. The firm primarily employs ETFs and mutual funds within a systematic, quantitative framework that incorporates risk mitigation and utilizes third-party managers and UMA platforms.

Retired Founder/Business Owner
View complete list of advisors at this office
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