GUARDIAN WEALTH ADVISORS, LLC

Overview

Guardian Wealth Advisors, LLC is an independent registered investment adviser organized as an LLC and first registered with the SEC in 2015. The firm serves both individual and family clients as well as institutional clients and positions itself as a capital allocator, using external managers alongside in-house advice. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee options. Core advisory services listed by the firm are financial planning, portfolio management for individuals and small businesses, portfolio management for business or institutional clients, and the selection of other advisers. Guardian does not identify as an active ESG investor and is not described as a multi-state or pension consultant adviser. The firm shows an affiliation with accounting professionals as part of its industry relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices