Updated November 21, 2023
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Guardian Wealth Management

Investment Advisor Firm
Total assets under management$307M
Years in business22+

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

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Financial Planning
  2. Wealth Management
  3. Investment Management

More about Guardian Wealth Management

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
1186684

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Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

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