Guardian Wealth Management Inc.

Overview

Guardian Wealth Management Inc. is an independent registered investment adviser formed in 2018 and owned by an individual principal. The firm serves individual and family clients as well as some institutional relationships, offering financial planning and discretionary portfolio management for individuals and small businesses. Compensation is primarily a percentage of assets under management, with the firm also charging hourly fees for certain engagements. Guardian operates as a registered representative of a broker-dealer and maintains insurance brokerage activities; it lists an insurance company among its industry affiliations. Guardian presents as an equity-oriented advisory boutique rather than a multi-state or institutional pension consultant. It is not positioned as a capital allocator, and the firm does not identify itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices