Make the decision to be courageous
Working with Guardian Strategic Wealth Planners can give you the confidence to make informed decisions for your financial future.
Start Here
More than just financial planning
With our guidance, expertise and interactive financial planning software, we will empower you far beyond your finances.
Learn How

Our Mission

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.

Our Services

We provide you with a tailored plan to address your exact needs for
where you are and for where you’re headed.

shared

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.

handshake

Business Strategy

We help business owners make tactical and strategic decisions that help them transform from isolated, to empowered and courageous.

money growth

Personalization

We put you first in the planning and outcomes process, and put a priority on our long-term relationship.

Our Process

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, CEO & Senior Financial Advisor
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.