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About Guardian Wealth Management
Guardian Wealth Management, Inc. (GWMI) is a fee-only registered investment advisor (RIA) that specializes in comprehensive wealth management with a focus on values-based living. The company aims to provide clients with peace of mind and help them achieve their financial goals through a unique relationship coaching process.
To ensure the best probability of a successful advisor relationship, Guardian Wealth selectively accepts new clients who meet specific criteria outlined in their Ideal Client Profile. Prospective clients can be referred by an existing client or a trusted financial colleague.
The first step in Guardian Wealth's approach is to develop a personal financial plan for each client. This plan is tailored to address their individual needs and provides a foundation for values-based living. The company then constructs an investment portfolio that aligns with long-term objectives and implements it with discipline.
Guardian Wealth also emphasizes the importance of keeping clients focused on goal achievement rather than short-term gains or losses. They utilize a three-meeting process to help families get their financial house in order over time and maintain it that way. Additionally, the company provides coaching to empower clients to live full and balanced lives.
The underlying philosophy at Guardian Wealth stems from the belief that understanding the reasons behind wealth accumulation is crucial for motivation and participation in developing a comprehensive plan. Clients are encouraged to filter decisions through their personal or family values system, examine their life purpose, and commit to goals that align with their dreams.
Choosing a wealth manager or financial planner is also emphasized as an essential decision. Guardian Wealth recognizes that few individuals possess the necessary insights and discipline for long-term financial success without assistance. By developing personalized financial plans, constructing purpose-driven investment portfolios, and providing ongoing coaching, they strive to help clients achieve their goals while maintaining balance and peace of mind.
Pricing options
Regulatory filings
Areas of specialty
- Financial Planning
- Wealth Management
- Investment Management
More about Guardian Wealth Management
| Designations | Minimum asset threshold |
| Registered Investment Advisor | N/A |
| Firm CRD Number | Number of advisors |
| 118668 | 4 |
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Secure your future and achieve your goals with a free matchto financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than Guardian Wealth Management.