GUARDIAN WEALTH MANAGEMENT

OLD SCHOOL MEETS NEW SCHOOL 

In wealth management, the Old School approach focuses on long-term growth through diversification, blue-chip stocks, bonds, and enduring market cycles. The New School emphasizes innovation, behavioral finance to decode investor biases, new tech for efficient portfolio management, and personalization catering to individual client goals.
Guardian believes merging Old School's strong risk management with the New School's efficiency and adaptability can help create superior wealth management strategies.
OUR STORY

THE GUARDIAN SAGA

Father-and-son Todd and Colby Berg team up to reinvigorate wealth and investment management. Todd's wealth of experience and dedication to traditional strategies mesh seamlessly with Colby's innovative mindset and fresh ideas, creating a formidable duo grounded in fundamental investment principles.
OUR MISSION

WEALTH PRESERVATION

Long-term wealth doesn't just happen; it takes a personalized plan, proactive asset management, and the right team. At Guardian, we strive to be that team, providing objective advice and helping you weather any financial storm while keeping your long game in sight.
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OUR VALUES

Your wealth is more than just numbers on a spreadsheet; it's a reflection of your hard work and your aspirations for the future. We zoom out to see your whole life picture, then we zoom in to create a precise roadmap with you. With Guardian in your corner, your goals aren't just wishes—they're the plan.
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OUR PRIORITY

CLIENT FIRST

As fiduciaries, we are committed to prioritizing your best interests. Our dedication lies in providing solutions that help generate the most favorable long-term outcomes for our clients. Simple as that.
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OUR STRATEGIES

PERSONALIZED

In a world of one-size-fits-all financial advice, we offer custom wealth and investment management. Like a master tailor crafting the perfect suit, our team designs a bespoke financial strategy for the perfect fit.
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OUR SERVICE

WHITE GLOVE

Tired of feeling unsure or unclear about your investment plan? Our hands-on approach is here to make you feel fully supported, well-informed, and confident in your financial decisions.

YOUR TEAM

Two generations, one dynamic team. We're a powerhouse combo of experience, savvy, and forward-thinking. With a solid 75 combined years in the game, we have the know-how to steer you in the right direction while watching your investments with eagle eyes. We're here to cut through the finance fluff, make your wealth journey crystal clear, and be the ally you need to help solidify your long-term financial plan.

Todd Berg, ChFC®

Founder / Wealth Advisor

 

 

 

→ Read Bio

Colby Berg, CFP®

Wealth Advisor

 

 

 

→ Read Bio

Brian Barton

Wealth Advisor

 

 

 

→ Read Bio

 

OUR APPROACH

OBJECTIVE ADVICE

We are fee-only fiduciaries, meaning we earn only from the fee you pay us, and we're legally bound to prioritize your interests. If your investments do well, we benefit. If they don't perform well, we make less. Plain and simple.
Fee-only vs. Fee-based: What's the difference?
"A fisherman's success relies on the right bait, gear, and understanding the waters. Similarly, an investor must choose strategies wisely and adjust them appropriately to grow wealth. Like fishermen adjusting to changing conditions, investors must be adaptable and evolve their strategies. With the correct approach—and a little patience, both can achieve a bountiful catch."

Colby Berg, CFP® | Wealth Advisor

ENOUGH ABOUT US. WHAT'S YOUR STORY?

We'd love to get to know you—even if just for a chat.