/guard.i.an/ - providing proactive and protective supervision
/wealth/ - abundance of valuable material possessions or resources
/partner/ - one associated with another especially in action
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About

Guardian Wealth Partners is an independently-owned, fee-based advisory firm serving individuals and businesses across the Southeast and beyond. In tandem with our partners at Aptus Capital Advisors, we’re committed to the Registered Investment Advisor (RIA) model and its fiduciary obligation to act in the best interest of our clients. Together our teams bring decades of experience to the planning and investment process, with the diversity of our backgrounds providing valuable perspective into each relationship.

Financial markets are filled with narratives and emotions; we believe a team approach helps cut to the facts in building the most appropriate solution for each client. In our experience, the most successful client outcomes start with plans that are highly personalized, thoroughly researched, and confidently implemented.

Services


Wealth Management

Integrated approach to the design and coordination of personalized financial plans, investments, and tax & estate needs.

Retirement Plans

Comprehensive design, implementation, and fiduciary support for plan sponsors and high touch service for the benefit of plan participants and their beneficiaries.

Team

You’ll have a relationship with a primary advisor, but every team member is committed to our mutual success

Maddy Carlson

CFP(R)

Conor Clougherty

Brandon Fentress

Lauren Hamilton

Mike Hensley

CFP(R), AIFA(R), CRPS(R), ChFc, CPFA

Christian Keedy

CFP(R), AIF(R)

Dora Kotrodimos

Rand Millwood

CFP(R), CIMA(R), AIF(R)

Todd Misenheimer

CFP(R), CIMA(R), AIF(R)

Greg Rhinehardt

AIF(R), CRPS(R), CkP(R), CPFA

Russell Smith

CFP(R), AIF(R), CEBS,CRPS(R), CPFA

Colin Taylor

MSA

Contact Us

Telephone: (919) 880-7509

Office: 4270 The Circle at North Hills St. Suite 200, Raleigh, NC 27609

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