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

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

Guardian Wealth Strategies, LLC provides personalized financial planning and discretionary investment management primarily to individual and high‑net‑worth clients, as well as charitable organizations and qualified retirement plans. The firm operates two client programs—Guardian Wealth Management for comprehensive planning and Guardian Portfolios as a scaled investment option—and also offers ERISA plan services, serving as either a 3(21) or 3(38) advisor and offering standalone fixed‑fee financial planning. The firm’s investment process combines fundamental and technical analysis using sources such as Morningstar and client documents, implements client‑specific investment policy statements, and conducts periodic reviews (typically quarterly) while exercising discretionary trading authority for managed accounts. Guardian Portfolios is positioned as an entry or streamlined pathway that can transition clients to the broader Guardian Wealth Management platform as complexity increases, and the firm documents objectives and risk tolerance for each client. Noteworthy in the brochure is the firm’s scale relative to staff: it reports about $1.14 billion in discretionary AUM across 1,234 clients served by four advisors (roughly 300+ clients per advisor), a client load that is uncommon among similar team firms and suggests more standardized or scalable delivery of services. The brochure also discloses indirect ownership interests in affiliated insurance and tax entities that may generate referral compensation; the firm states these conflicts are managed through disclosures, procedures, and its fiduciary obligations.

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