A complete list of active advisors currently associated with Guardian Wealth Management Inc.

Warmer can help you find a great advisor at Guardian Wealth Management Inc. or one who fits your needs even better.

Guardian Wealth Management provides investment advice to individuals (including high‑net‑worth clients), trusts, qualified plans, charities, and businesses. The firm offers ongoing discretionary portfolio management as well as one‑time investment planning and typically requires about $250,000 in investable assets; it manages roughly $289 million for about 145 clients. The firm develops individualized Investment Policy Statements from client questionnaires and uses a mix of fundamental, technical and mutual‑fund analysis to construct diversified portfolios aimed at income, capital appreciation and preservation. Accounts are reviewed at least quarterly and clients receive written quarterly reports; the firm manages both discretionary (about $213 million) and non‑discretionary (about $76 million) assets and may engage other managers when appropriate. Distinctive features include that several advisors also serve as registered representatives of a FINRA broker‑dealer and may execute transactions outside the advisory account, and that advisors are licensed insurance agents who may receive commissions on insurance sales; clients are not required to use the affiliated broker‑dealer or to buy insurance through the firm, and those outside compensations are disclosed. The investment team includes a CFA charterholder, and the firm discloses and conducts periodic due diligence on service‑provider risks (including providers that use AI/machine‑learning components).

To learn more about the advisors currently working at Guardian Wealth Management 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.