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"GFP currently manages $764 million, with $309 million for individuals and $455 million in institutional assets."

With over 60 years of combined financial services experience, we are dedicated to providing investment management and financial planning advice to individuals, and traditional consulting services to institutions. GFP currently manages $764 million, with $309 million for individuals and $455 million in institutional assets.

Whether you are the head of your household or an institutional fiduciary, we have the expertise and knowledge to ensure your assets are properly positioned to meet your personal goals and dreams or your institutional mission.

We have selected Charles Schwab & Co. as our primary custodian for client assets. Schwab is one of the leading custodians for independent advisors, like Guardian Financial Partners, offering a broad platform for serving the needs of our clients. Schwab has been working with independent advisors for over 35 years and serves more than 15,000 firms as their custodian to over $3.57 trillion of client assets (as of April 30, 2023).

 

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Guardian Financial Partners, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Guardian Financial Partners, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Any commentary on this website reflects the personal opinions, viewpoints and analyses of the Guardian Financial Partners, LLC employees providing such comments, and should not be regarded as a description of advisory services provided by Guardian Financial Partners, LLC or performance returns of any Guardian Financial Partners, LLC Investments client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Guardian Financial Partners, LLC manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results. Investing involves risk and possible loss of principal capital. No advice may be rendered by Guardian Financial Partners, LLC unless a client service agreement is in place. Form ADV and Form CRS contain important information about the advisory services, fees, business, background, and experience of advisory personnel. Form ADV is publicly available and may be viewed here. Form CRS is publicly available and may be viewed here.