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Guardian Wealth Advisors, LLC

EST. AUM
$2,743,175,603

CONTACTS

CLIENT ACCOUNTS
5,387

Firm Details

Metro area Raleigh
CRD Number 305412
Website guardian-wa.com
Client types

Overview

Guardian Wealth Advisors, LLC is an independently owned, fee-based SEC-registered investment adviser headquartered in Raleigh, North Carolina. Formed in 2019 through the merger of two advisory firms, the company provides fiduciary-driven financial planning, investment management, retirement plan consulting, and wealth management services for individuals, families, businesses, and retirement plans. The firm is CEFEX Certified and maintains a growing national advisory presence.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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