ABOUT US

GUARDIAN WEALTH ADVISORS provides independent investment advice to individuals, retirement plans, trusts and family offices. Our process takes into consideration the multiple components of an investment plan that are unique to each client's specific financial situation. Our ongoing consultation allows us to adjust your investment plan as your investment objectives change.

EXPERIENCE MATTERS

Critical to the investment process are a disciplined approach to an investment strategy, sound investment recommendations, superior customer service and comprehensive business processes. The team at Guardian Wealth Advisors each have, on average, more than 20 years worth of experience in the investment business, and are supported in their efforts by nationally recognized leaders in the investment community. Greg Kulka and Steve Hirsch comprise the investment team at Guardian Wealth Advisors. Their experience includes counsel and guidance to individuals as well as to institutions on matters such as portfolio construction, asset allocation, cost assessment, efficient execution, and tax and estate planning techniques.

Mr. Kulka has nearly 25 years of experience in the investment business. Greg has been counseling clients in the area of wealth management that entire time with particular attention paid to an individual's risk tolerance and cash flow needs. He was the Executive Vice President of Twin Cities based Kopp Investment Advisors, playing an integral role in the growth and management of $8.9 billion through private client relationships and a family of mutual funds.

Greg, Mari (his wife of 31 years) and their son Ryan are lifelong Twin Cities residents. Greg graduated from the University of Minnesota and volunteers for many non-profit organizations in the Upper Midwest.

Mr. Hirsch has nearly 20 years of investment and portfolio management experience beginning in 1992 as a portfolio manager with a Twin Cities based institutional investment management firm. In 1998, Steve and his family moved to Norway where he joined Norges Bank Investment Management (NBIM). NBIM is a division of the Central Bank of Norway and manages one of the largest sovereign wealth funds in the world (over $550 billion). Steve held various executive positions at NBIM including that as Senior Portfolio Manager, Chief Operating Officer (COO) and most recently as Deputy CEO.

Steve grew up in Edina, Minnesota, receiving his Bachelor of Arts in Accounting from the University of St. Thomas. He spent over six years flying for the U.S. Air Force in the U.S. and Europe before leaving as a Captain. Steve earned his MBA from the University of Minnesota and is a Chartered Financial Analyst (CFA).

DISCIPLINE MATTERS

We believe sound investing begins with clear communication and understanding. The proper determination of an investment strategy is a process that requires an ongoing, unemotional monitoring and rebalancing so that it remains consistent with your risk tolerance and investment objectives.

COMMUNICATION MATTERS

If you would like more information about Guardian Wealth Advisors, or have any questions, please feel free to contact us:

5270 West 84th Street, Suite 200   (view map)
Bloomington, MN 55437
In the Twin Cities area: 952-746-3211
Toll-free: 1-877-746-3211
info@guardian-wealth.com

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