A complete list of active advisors currently associated with Guardian Wealth Management, LLC

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

Guardian Wealth Management serves individual and high-net-worth clients with asset management and financial planning and consultation services. Portfolios are typically constructed from exchange-traded funds and mutual funds, while planning engagements can address investment, retirement, estate, tax, corporate structure, cost segregation, and real estate analyses. The firm provides continuous, tailored portfolio supervision and commonly manages client assets on a discretionary basis, applying Modern Portfolio Theory with periodic (at least quarterly) reviews and rebalancing. Financial planning is delivered as either a written plan or a consultation and generally does not include ongoing monitoring unless a client engages for follow-up services. Noteworthy aspects of the firm include a significant ownership interest by a regional CPA firm (with clients not required to use that CPA), and a custody designation driven by the firm’s access to held-away account credentials for aggregation and reporting. The brochure also discloses institutional relationships (Schwab Institutional and Dimensional) and an explicit assessment of artificial intelligence and machine‑learning risks posed by third‑party service providers.

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