Guardian Strategic Wealth Planners exists to empower individuals
and businesses to make bold decisions courageously,
grow wealth and prosperity purposefully,
and leave a meaningful legacy confidently.
We provide you with a tailored plan to address your exact needs for
where you are and for where you’re headed.
Strategic Wealth Planning
We don’t implement a one-size-fits-all approach. We tailor our financial plans to the individual and their specific needs.
We help business owners make tactical and strategic decisions that help them transform from isolated, to empowered and courageous.
We put you first in the planning
and outcomes process,
and put a priority on our long-term relationship.
We tailor our financial plans to you and your specific needs by coming alongside you
and giving you the tools that you need to be assured that your financial goals are realistic.
Working with Guardian
Guardian Strategic Wealth Planners is dedicated to building genuine relationships with our clients and tailoring our plans and strategies to their unique individual needs
Alex Jones - Financial Advisor CFP®, ChFC®
Invest in yourself
From learning your story, we provide you with wise guard rails that enable you
to make powerful decisions on everything from your business’s
growth to the gifts and legacy you leave behind.