Guardian Wealth Advisors, LLC
Guardian Wealth Advisors, LLC is an independently owned, fee-based Registered Investment Adviser (RIA) with headquarters in Bloomington, MN, and significant operations in Raleigh, NC. The firm was founded in 2019 through a merger and provides fiduciary-driven financial planning and investment management primarily for individuals, high net worth clients, and businesses. It upholds strict fiduciary standards as a CEFEX Certified firm, focusing on transparency and integrity. As of 2024, Guardian Wealth Advisors employs around 8 advisors and staff, serving several hundred clients across the United States, with additional offices and presence in states such as North Carolina, Tennessee, Nebraska, and beyond.
Investment Strategy
Guardian Wealth Advisors adopts a disciplined, client-first approach, offering integrated wealth management, retirement planning, and fiduciary support tailored to the diverse needs of individuals and businesses. Their strategies prioritize personalized financial planning, investment portfolio design, and tax and estate coordination. The firm invests across ETFs, mutual funds, and equities, emphasizing risk management, long-term growth, and adaptability to changing markets. Core to their philosophy is transparency, ethical advice, and ongoing adaptation to client circumstances and financial environments.
Top Holdings
Equity Positions (74)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | 14.63% | $24.7M | 39,989 | $391.46 | $617.85 | +$2.8M |
V VEA | VANGUARD TAX-MANAGED FDS | 13.06% | $22.1M | 386,914 | $46.83 | $57.01 | +$2.7M |
I IWM | ISHARES TR | 10.20% | $17.2M | 79,873 | $193.62 | $215.79 | +$1.9M |
I IJH | ISHARES TR | 8.85% | $15.0M | 241,078 | $51.18 | $62.02 | +$2.0M |
S SPYG | SPDR SERIES TRUST | 5.91% | $10.0M | 104,714 | $84.57 | $95.32 | +$2.9M |