Guardian Financial Partners, LLC

When you engage our firm, you become a part of our family and we become your personal committed fiduciary. We will always focus on your wellbeing and do what is in your best interests. Sometimes that means having hard, frank and honest conversations. We will never shirk that responsibility. Life is often unpredictable and navigating the challenges of budgeting, saving, and retirement is easier when you have us in your corner as advocates and fiduciaries. As part of our commitment to you, we have selected Charles Schwab & Co., Inc. to maintain your accounts and hold your assets. Schwab is one of the leading custodians for independent advisors such as Guardian Financial Partners, offering the support and platform we need to best serve out clients. Schwab has been working with independent advisors for over 26 years and serves more than 7,000 firms with over $1 trillion in client assets (as of Dec. 31, 2015). Helping Our Family of Clients Achieve Their Financial Goals At Guardian Financial Partners, we build relationships with people, not with their money. With nearly 60 years of combined financial services experience, our advisors are dedicated to helping you make sound, well thought through and appropriate investment choices that will support your long-term goals. Whether you are the head of your household representing your family or a fiduciary representing a large group of employees, you have worked hard to accumulate your assets. Our commitment as your fiduciary is to help ensure that those assets are there to support your personal dreams or your institutional mission. Financial Planning A comprehensive wealth management plan, aligned with your objectives and monitored regularly, is the best way to achieve your financial and life goals. Asset Management Markets shift, lives change and goals evolve. We can’t control the future, but we can work to ensure alignment between your investments and your risk tolerance. Fiduciary Advice We are fiduciaries, which means that we always put your best interests first. Our guiding mission is to help you and your family achieve your financial goals. Consulting A stated fiduciary, we provide consulting services to institutions, non-profits and ERISA plans, including helping develop “Prudent Professional” Investment Policy Statements.

Address: 635 East Chapman Avenue Orange, CA 92866, USA

Phone: +1 949 771 2969
FAX: