Guardian Wealth Management

Colby Berg is a CFP® professional with 11 years of industry experience, currently with Guardian Wealth Management in Salt Lake City, UT. His prior roles include positions at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services. Guardian Wealth Management serves individual and high-net-worth clients by providing investment supervisory services and written financial planning. The firm employs a range of investment strategies, including short sales and options writing, and focuses on discretionary portfolio management with regular reviews.

Brian Barton is a financial advisor at Guardian Wealth Management in Salt Lake City, UT, with 28 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Guardian Wealth Management since 2010. Guardian Wealth Management serves individual and high-net-worth clients by providing discretionary portfolio management and written financial planning, creating customized Investment Policy Statements for each client. The firm employs a combination of fundamental, technical, charting, and cyclical analysis and utilizes higher-risk strategies, including short sales and options writing, while generally managing accounts on a discretionary basis.

Earl Berg is a financial advisor at Guardian Wealth Management in Salt Lake City, UT, with 30 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Berg has been with Guardian Wealth Management since 2008 and also has a concurrent role at Lifebright Investment Management, LLC since 2016. Guardian Wealth Management serves individual and high-net-worth clients by providing investment supervisory services and financial planning. The firm employs a mix of analytical methods and uses strategies including short sales and options writing within separately managed accounts, which is relatively uncommon among its peers.