Partners

Guardian Wealth Strategies uses some of the most trusted and cutting-edge industry tools to give every client confidence, clarity and insights into their investment plan.

 

DIMENSIOINAL FUND ADVISORS

Dimensional Fund Advisors provides Nobel Prize-winning academic research, investment technology and portfolio design to a select number of financial advisory firms globally.

Guardian Wealth Strategies has partnered with Dimensional to make available their proven financial science and real-world investment solutions to Guardian clients.

 

CHARLES SCHWAB

Charles Schwab is one of the largest providers of custodial services for independent advisory firms. Schwab provides an excellent and robust client interface, check writing privileges and quality customer service.

Guardian Wealth Strategies' clients can login directly with Schwab to see their Schwab holdings, OR use Guaridan's Client Portal to view their entire retirement portfolio.

 

SCHWAB INSTITUTIONAL

Schwab Institutional Intelligent Portfolios provides a scaled-down and simplified platform for some of Guardian's clients.

 

 

 


ASSOCIATIONS & DESIGNATIONS

Guardian Wealth Strategies is proud to associate and engage with some of the most respected and influential industry organizations and designations available.

 

Financial Planning Association

The Financial Planning Association champions the value of the financial planning process and advances the financial planning profession with the CFP® mark as its cornerstone.

Their primary aim is to benefit the public by helping to ensure that financial planning is delivered through proficient and ethical financial planners.

 

CERTIFIED FINANCIAL PLANNER  CFP®

The Certified Financial Planner – CFP® designation identifies and distinguishes professionals who have met the high standards of competency and ethics established and enforced by the CFP Board.

The CFP Board's Standards of Professional Conduct require CFP® professionals to act as a fiduciary in their clients' best interests.

 

ACCREDITED INVESTMENT FIDUCIARY®  AIF®

The Accredited Investment Fiduciary® – AIF® designation is earned through the Center for Fiduciary Studies to professionals who have proven a thorough knowledge of the fiduciary standard of care.

The AIF® designation was named one of the "Ten Most Wanted" designations in the investment industry by Financial Planning magazine.