Guardian Asset Advisors, LLC

Guardian Asset Advisors works with individuals (including high‑net‑worth clients), trusts, estates and business entities, offering asset management, financial planning, retirement plan consulting, and referrals to third‑party money managers. The firm also participates in the Osaic Wealth Managed Opportunities wrap program and implements portfolios using individual stocks and bonds, mutual funds, ETFs, options and other securities.

The firm describes a fiduciary, asset‑allocation oriented process that emphasizes diversified, long‑term strategies, periodic rebalancing and at‑least‑annual portfolio reviews, while allowing clients to impose reasonable investment restrictions. Guardian combines internally managed accounts with access to sub‑advisors and unified managed account strategies, and offers both discretionary and non‑discretionary arrangements depending on client needs.

Notable operational features that distinguish Guardian from many team firms include an affiliation with broker‑dealer Osaic Wealth (its management persons are registered representatives who may offer commissionable products), a multi‑office structure with five offices, and the use of standing letters of instruction for a substantial number of client accounts (412 accounts totaling approximately $77 million). The brochure also discloses the firm’s use of institutional platforms from Schwab and Fidelity and the related services and economic arrangements those platforms provide.