Firm Experience

Our Experience Has Helped Shape Who We Are and How We Work With You

Guardian Wealth Advisors has served clients since 2007. Each member of the Guardian team brings a wealth of experience in the investment industry, ensuring you receive high quality service and advice.

What Does This Mean for You?

Utilizing our collective experience, we focus on helping you assess and meet your goals today and in the future. With your unique aspirations in mind, we aim to ask tough and often uncommon questions in order to help us help you.

As a Registered Investment Advisor, we are held to a fiduciary standard. This means we must serve the best interests of our clients and not subordinate our clients’ interests to our own. We look forward to doing exactly that throughout the course of our relationship.

Registered Investment Advisors Versus Brokers

The Differences That Shape Your Experience

Best Interest Vs. Suitability

We work only for our clients, not for a broker-dealer. Brokers are held to a suitability standard, which means they only need to provide suitable advice that may or may not be the absolute best for the client.

Advice Vs. Transactions

As an independent investment advisor, we recommend investments we believe are best, instead of whether the products we recommend are favored by a brokerage company or its affiliates.

Transparency Vs. Disclosure

Guardian Wealth Advisors provides full transparency of all our fees and costs. Whereas brokers can provide disclosure of their fees through a prospectus, we make it a point to discuss all aspects of our fees with you and ensure you receive quarterly reports detailing our fees.

Custody Of Your Investment Assets (Who Holds My Money?)

We use an independent, third-party custodian for your assets. By doing so, you can crosscheck the records we provide you with records from the custodian on a quarterly basis. This helps to ensure that your money is where it needs to be at all times.

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