/guard.i.an/ - providing proactive and protective supervision

/wealth/ - abundance of valuable material possessions or resources

/part.ner/ - one associated with another especially in action

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.

Guardian Wealth Partners is a CEFEX Certified Investment Advisor. CEFEX (Centre for Fiduciary Excellence, LLC) is an independent global assessment and certification organization. The CEFEX Mark signifies that an organization’s established practices have been independently verified and are worthy of trust and confidence.

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.