A complete list of active advisors currently associated with Ardent Guardian Wealth Advisory, LLC
Warmer can help you find a great advisor at Ardent Guardian Wealth Advisory, LLC or one who fits your needs even better.
Ardent Guardian Wealth Advisory, LLC is a fee-only registered investment adviser that provides wealth management, comprehensive financial planning, and tax-preparation services to individuals, high-net-worth clients, and businesses, and may refer clients to third-party professionals without receiving referral compensation. The firm reports no assets under management as of December 31, 2025 and does not accept commissions or performance-based fees. The firm’s investment approach is grounded in Modern Portfolio Theory and emphasizes passive investment management using diversified index mutual funds and exchange-traded funds, with a focus on long-term horizons and tax efficiency. Investment management is offered only in conjunction with ongoing comprehensive financial planning, is generally discretionary, and client accounts are reviewed quarterly. Noteworthy distinctions include operational ties to affiliated accounting and legal practices owned by the firm’s principal; these related services are disclosed and offered but are not required, with conflicts of interest addressed in the brochure. The firm also departs from the common percentage-of-AUM model by employing fixed-dollar annual advisory fees and has a recent formation and re-registration history (founded September 2024; registered December 2024, terminated April 2025, re-registered April 2026).
To learn more about the advisors currently working at Ardent Guardian Wealth Advisory, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Mclean, VA
| 5
|
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