Who is Guardian Strategic Wealth Planners?

Guardian is the new generation of a specialized financial planning firm for early wealth producers, high-wealth individuals and small businesses. We’ve reimagined everything a wealth advisory should be: a safe place to explore, to ask questions big and small, to be honest, to be creative. All built around you and your legacy. Together, we’re confident in creating a path that’s uniquely yours. Financial freedom, fulfillment and purpose is possible. It’s starts with us.

Our personalized strategies are tailored around your unique needs. We don’t implement a one-size-fits-all approach. We tailor our financial plans to the individual and their specific needs by coming alongside each client and giving them the tools they need to be assured that their financial goals are realistic. With our guidance and interactive financial planning software, we will empower you far beyond your finances. 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.

Guardian Strategic Wealth PlannersBe Courageous.

Our Leadership Team

With our team of highly qualified specialists,
we are ready to help you grow wealth and prosperity purposefully,
and leave a meaningful legacy confidently.

Alexander Jones

Alexander Jones

With a philosophy to never stop learning, Alex is consistently adapting his strategic counsel to comprehensively advise each individual. By continuously keeping a pulse on the bigger picture, he is able to creatively provide dynamic solutions to our clients’ needs while looking ahead to preserve the future.
Michael Claudio

Michael Claudio

A former engineer and business owner, Mike is the brains behind the Operations team at Guardian Strategic Wealth Planners. From ensuring our technology remains cutting-edge to helping the advisors provide innovative new ways to service our clients, it all starts with a blue print provided by Mike.

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.