Ardent Guardian Wealth Advisory, LLC

Overview

Ardent Guardian Wealth Advisory, LLC is a small, individually owned advisory firm focused on financial planning and portfolio management for individuals and small businesses. The firm operates under a fixed-fee billing model rather than typical asset‑based fees, which suggests most engagements are planning-driven or limited-scope advice rather than large discretionary asset relationships. Ardent Guardian identifies accountants and law firms among its professional affiliations, indicating it likely coordinates tax and legal issues as part of client planning. The adviser does not position itself as an ESG investor, is not a capital allocator, and is not registered as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices