Guardian Wealth Management – Wealth Management Based On Trust.

It's about time.

Serving only 60 households per advisor means we have time for you! We limit the number of clients we take so that you always have access to us, and we always have time for you. This allows us to build each portfolio from the ground up to match your unique needs. Special requests? no problem. Last minute needs? we’ve got you covered! It’s not just returns that matter, it’s also the time we spend together working toward your goals.

You are in control.

Having a solid financial blueprint for your future puts you in control of your finances, and your goals. There is a peace of mind that comes from knowing you’re doing exactly what you should be doing to achieve your dreams. Whether that’s a comfortable retirement, college funding, or knowing you’re not paying more in taxes that you should. A Guardian Wealth Management financial plan can take the guess work out of your future, and allow you to control what’s most important to you.

Unbiased advice.

As a private company, we are not obligated to propose recommendations aligned with the goals of corporate management or shareholders. We work exclusively for you. We receive no commissions, we have no sales quotas, we don’t dance around the truth. We are straightforward and honest.

Our fee is always the same regardless of what investments we recommend for your portfolio. As a fee-only fiduciary, we work for you!

Financial direction.

Our financial planning process gives you the tools you need to get your finances on track, and keep them on track. Whether you’re looking for in-depth comprehensive financial planning or just want a second pair of eyes to make sure you’re headed in the right direction, we can help. With your personal advisor helping you each step of the way you’ll know exactly where you stand and where you’re going!

ABOUT US

We are a small, independent boutique firm by choice.

Guardian Wealth Management is a fee only, SEC Registered Investment Advisory (RIA) firm located in Salt Lake City, Utah. We offer comprehensive financial planning, including retirement, tax, estate, and pre-retirement planning and an unbiased approach to investment advice that keeps you in control of your money. Let us show you how a personalized plan of action and well crafted investment portfolio can help you grow your investments in a way that feels comfortable to you.

As a fee-only fiduciary we are committed to always doing what’s best for you!

With over 50 years of combined experience, we have been through the ups and downs of the markets. A well crafted investment strategy can help you maintain your course regardless of market conditions. Discipline is as big a factor to investing success as the investments themselves. A steady hand to keep you on course can make all the difference in the world.