The Woodlands, TX Office

Team
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Guardian Wealth Partners, LLC logo

Guardian Wealth Partners, LLC

Team

Firm-wide stats for Guardian Wealth Partners, LLC

Total advisors

16

Across 11 offices

Clients per advisor

25 Very Low

Avg AUM per client

$476,011 Low

HNW client ratio

7% Very Low

About

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.

Based on Guardian Wealth Partners, LLC

Location

1095 Evergreen Circle, Suite 205

The Woodlands TX 77380

Advisors at this office

2

Advisors at this office

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Brooke D

Series 66

The Woodlands, TX

Guardian Wealth Partners, LLC

Brooke Davis is a financial advisor with Park Avenue Investment Advisory, LLC, holding a Series 66 designation and two years of industry experience. Her prior experience includes roles at Westpac Wealth and AIG. Park Avenue Investment Advisory provides fee-based investment advisory and financial planning services to a diverse client base, including individuals, corporations, trusts, and retirement plan sponsors. The firm manages client assets primarily on a discretionary basis using model portfolios and third-party investment managers through technology platforms, and offers supplemental financial planning and consulting services.

Tax-loss harvesting Business exit / sale strategy Family Business Wealth management Founder/Business Owner Executive
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Benjamin F

Series 63, Series 66

The Woodlands, TX

Guardian Wealth Partners, LLC

Benjamin Fuentez is a financial advisor at Park Avenue Investment Advisory, LLC with 15 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at UBS Financial Services for eight years before joining Park Avenue Investment Advisory, Park Avenue Securities, and Guardian Life Insurance Company. Park Avenue Investment Advisory provides fee-based investment advisory and financial planning services to individuals, corporations, trusts, foundations, endowments, and retirement plan sponsors. The firm manages client assets primarily on a discretionary basis using model portfolios and third-party investment managers through technology platforms, and it offers various supplemental planning and consulting services.

Tax-loss harvesting Business exit / sale strategy Family Business Wealth management Founder/Business Owner Executive
View complete list of advisors at this office
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