Your Partners in Financial Security
Since our founding in 2007, our mission has centered on safeguarding and nurturing our clients' financial futures. With a name chosen to endure beyond any individual's tenure, we remain committed to being a constant, reliable presence in your financial journey.
Our team brings a wealth of experience, consistency, and longevity to our practice. This enduring partnership reflects our dedication to providing you with the highest level of service and expertise.
Advice You Can Trust
We pride ourselves on offering advice grounded in ethics and integrity. Our approach encourages you to dream big and focus on your future. We are here to support you every step of the way, helping you reach your goals with confidence and clarity.
Our investment strategies prioritize affordability and transparency. We carefully avoid high-expense options, ensuring a fee structure that aligns with your best interests. By focusing on cost-effective solutions, we aim to maximize your financial growth and security.
Alexa Johnson
Client Operations Associate
Eric Becker
President, Senior Wealth Advisor
I believe the cornerstone of a successful client/advisor relationship is the mutual trust and respect that develops over time. I am deeply committed to helping clients realize their long-term financial goals. A comprehensive approach...
John Keyes
Senior Vice President, Senior Portfolio Manager
Krew Barber
Associate Wealth Advisor
Susan Loschenkohl
Vice President, Operations
sloschenkohl@guardian-wealth.com
Taylor Moran
Associate Portfolio Manager