Prospective Advisors | Guardian Financial Partners

Are You a Financial Advisor Considering a Change?

Your next move can be your last. Being an independent advisor with GFP allows you to have many of the benefits of being independent while removing many of the headaches of starting your firm. Our program is all about improving your compensation, lifestyle and retirement. We invite you to learn more.

Improving Your Compensation

Your compensation matters. We have built an efficient and scalable platform for you to manage and grow your business. You are the beneficiary of higher payouts, while also delivering a personalized and superior client experience. Fair and equal treatment of all our team members is a Core Value of GFP and part of the compensation package we offer you. True Financial Planning, the DRAAMS investment platform, and the Salesforce CRM provides the critical tools you need to service your clients, while easily maintaining a paper trail of documentation.

Improving Your Lifestyle

Is your lifestyle important? Do you have the right balance between work and personal time? Are you looking for a client service and investment platform that allows you to do the things you enjoy and provides you more free time to grow your business? At GFP we have worked hard to build a platform that gives you this flexibility, as well as the option of increasing your longevity in the business. There is no bureaucracy which means less stress and headache over the things that do not matter.

Improving Your Retirement

What is your retirement plan? If it is your goal to sell your business for its greatest value with the flexibility to determine when to initiate the sale, we have developed a retirement offering that pays up to 6 times your trailing 12 month revenue. Our package rewards advisors that embrace the “fee only” approach and who adopt our financial planning and investment management platform.

The GFP Advisor Platform

Your advisor experience is all about helping you deliver a superior client experience. Our platform is comprehensive, flexible and scalable. It allows you to execute and run your business smoothly and efficiently, while keeping you in the best position to grow over time and enjoy your business.

Compliance

Our infrastructure manages all the compliance duties required to keep your business in good standing. We have developed processes focused on helping you execute your fiduciary commitment to clients, while also providing you a paper trail.

Operations

Our infrastructure manages the financial aspects of running the business. Our processes allow you to deliver on our core value of fair and equal treatment. We utilize technology and experienced and dedicated personnel to execute for you. We provide you one-page dashboards of your revenue and book of business.

Growth and Marketing

Your time is best spent taking care of your clients and business development. Our infrastructure is designed to help you stay in front of your clients and prospects with personalized content. We have turnkey ideas for gaining new clients, center of influences, and strategic alliances.

Investment Management

Is your current investment approach scalable? Would you like it to be? Our Dynamic Risk Asset Allocation Management Sleeves (DRAAMS) is a flexible risk based investment sleeve approach that allows for adaptive, tax efficient portfolio solutions. We can help you build your approach or you can adopt one of our existing options.

Financial Planning

Is providing financial planning important to you? Would you like to offer clients a more comprehensive client experience? We have developed our client experience around executing on our commitment of True Financial Planning. We also provide you the option of having a CFP® involved in developing a client’s plan.

Contact us to see how we can help your deliver a superior client experience while keeping you in the best position to grow and enjoy your business.

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.