The Guardian Difference

Taking the time to find the right advisory relationship in these changing times is critical.

What makes us different:

We are client focused. From the way we structure our firm, to the way we manage portfolios, to the way our investment philosophy is followed, everything ensures a focus on servicing our customers. Our mission is to educate our clients, help simplify and organize their financial lives, and create peace of mind for today and the future.

We are Independent. We are not owned or affiliated with any financial entity such as a brokerage firm, investment bank or money manager. You will never be pressured to buy any particular investment or insurance product. Because we are an independent firm, you receive unbiased investment advice.

We are Fiduciaries. A fiduciary is required by law to put your best interests first. Commissioned planners, registered representatives and stockbrokers are not required to be a fiduciary to their clients. At Guardian you receive advice that is untainted by compensation conflicts of interest.

We are Transparent and Secure. Guardian does not take title (or custody) of your assets, which are held by an independent custodian to ensure their safety. You have access to your portfolio at all times. You receive statements directly from your custodian and you also receive performance reports from Guardian.

We are Prudent. Our financial planning process seeks to minimize unnecessary risk and volatility in your investment portfolio while helping to ensure you will be able to accomplish your long-term personal financial goals.

We are Experienced. Guardian is run by seasoned financial professionals. Our expertise assures you’ll get the large-firm resources you’ll need but with the personalized service of a boutique firm.