INDEPENDENT FIDUCIARY | INVESTMENT MANAGEMENT | Comprehensive Financial Planning

Mission, Vision & Values

The problem we see is an overwhelming amount of information and, misinformation about what is a complex adaptive market, which causes some to oversimplify and others to overcomplicate.

OUR MISSION

 Our mission is to show people of all walks of life how to build their best life not just a portfolio.

OUR VISION

Our vision is to help individuals and organizations execute plans to accomplish their best outcomes.

We do this using decades of expertise to introduce understanding, reduce fear, and make the investment planning process easier.

The Guardian team consistently operates within a common set of principles:

  • Listen and clarify to gain a deep understanding of goals, hopes, and dreams.
  • Consistent planning and efficient execution.
  • Place clients’ interests above our own in a fiduciary relationship.
  • Be the change we want to see in the world and help our clients do the same.
  • Adapt and innovate to solve real-world challenges and accomplish unique client goals.
  • Respect each opinion and perspective.
  • Simplify the complex.

Build a Life, not Just a Portfolio

We are here to help you build your life, not just a portfolio.  We wrote an Amazon best-selling book about exactly that.  

“In the grand scheme of things, money is simply a tool. When money is in the hands of a skilled user, it can be used to potentially create wonderful outcomes. Its significance is only to the extent that it allows you to enjoy what is important to you. Not worrying about your finances is critical to having a life the excites you, nurtures those you love, and fulfills your highest aspirations.”These are the words from the author. His decades of experience on Wall Street and helping people plan their financial future has given him the insight and wisdom others only dream of having. Through these pages, he shares what he’s learned so you can ensure your financial plan lines up with your deepest values. In this book, you will learn

  • What Does Money Mean to You?
  • The Snowflake Theory
  • How to Avoid Common Mistakes
  • Why You Should Trust a Financial Advisor
  • How to Understand Your Own Values
  • The Key to Consistency
  • And so much more
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