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

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

Guardian Wealth Management serves individual and high-net-worth clients with ongoing investment supervisory services and written financial planning. The firm manages portfolios that may include mutual funds, equities, bonds, ETFs, hedge funds, REITs and private placements, and prepares client-specific Investment Policy Statements as well as modular or full financial plans. GWM documents client risk tolerance and uses a mix of charting, fundamental, technical and cyclical analysis to construct and monitor portfolios on a discretionary basis, with at least quarterly reviews. Its trading approach includes long- and short-term trades, short sales and options writing, strategies that can involve borrowing securities or using margin and carry higher risk. What distinguishes the firm is its use of short sales and options strategies that imply borrowing within separately managed accounts, a practice that is relatively uncommon among peers. GWM also requires clients to use its recommended custodians (TradePMR/Wells Fargo Clearing/First Clearing and Schwab), maintains a $1 million account minimum (waivable), and waives its fixed financial planning fee for investment-management clients with at least $500,000 under management.

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