Monroe, NY Office

Guardian Wealth Partners, LLC, doing business as Park Avenue Investment Advisory, is an SEC-registered adviser that works with individual investors (including high‑net‑worth clients), trusts, corporations and employer‑sponsored retirement plans. Its services include discretionary investment management through wrap‑fee programs, fee‑based financial planning (including subscription‑based planning), business exit consulting, and both fiduciary and non‑fiduciary retirement plan services.

Investment management is delivered primarily through discretionary model portfolios and third‑party investment managers accessed on the firm’s UMA, SMA and Representative‑as‑Portfolio‑Manager platforms, with trading and reporting routed through Orion/Orion Portfolio Solutions and custodians such as Fidelity, Pershing and Schwab. The firm discloses additional program features — including optional tax‑harvesting for taxable accounts, lending services (non‑purpose loans and margin), and sub‑advisory arrangements — that can affect portfolio implementation and account-level risks.

The brochure notes Guardian is an indirect wholly owned subsidiary of The Guardian Life Insurance Company of America and describes a hybrid advisor model in which many IARs also operate as registered representatives or insurance agents, arrangements the firm discloses can create compensation‑related conflicts. The firm’s public materials and disclosures also identify less common advertising practices for its peer group — including presentations of predecessor and hypothetical performance and the use of client testimonials — and document the January 13, 2026 registered name change and the availability of performance calculations prepared via Orion.