INDEPENDENT, FEE-ONLY FIDUCIARY
Guardian Wealth Strategies is an independent, fee-only Registered Investment Advisor (RIA). As a fiduciary, Guardian puts the interests of each client first and accepts no commissions, referral fees, or compensation from any other sources.
Guardian’s independence allows their advice to be completely objective, flexible and tailored to the unique investment goals, concerns and objectives of each client.
Those that choose Guardian as their investment management partner, will pay an annual fee based on their portfolio size and complexity. The fee is transparent and is disclosed to the client on a quarterly basis.
INTEGRATED FINANCIAL PLANNING
Reaching your retirement goals involves more than just a smart investment portfolio.
Guardian Wealth Strategies integrates the disciplines of investment planning, tax planning, estate planning and risk management into a unified and thoughtful conversation that optimizes the way each element works together.
Guardian Wealth Strategies was founded with the desire to give a “High-Touch, High-Value” experience to every client. Guardian’s ability to deliver on this client culture is represented in the tenure of their client relationships.
Guardian takes immense pride in the trust that is given when working with a client’s complete retirement plan. This trust is often extended to the next generation of the family to create a coordinated, multi-generational legacy plan.