Guardian Wealth Management

Colby Berg is a CFP® with 10 years of industry experience, currently serving as an advisor at Guardian Wealth Management in Salt Lake City, UT. His prior roles include positions at Fidelity Personal and Workplace Advisors, Strategic Advisers LLC, and FIDELITY Brokerage Services LLC. Guardian Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and written financial planning. The firm uses client-specific Investment Policy Statements and a blend of fundamental, technical, charting, and cyclical analysis, employing higher-risk strategies such as short sales and options writing.

Brian Barton is a financial advisor at Guardian Wealth Management in Salt Lake City, UT, with 28 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Guardian Wealth Management since 2010. Guardian Wealth Management serves individual and high-net-worth clients by providing discretionary portfolio management and written financial planning, creating customized Investment Policy Statements for each client. The firm employs a combination of fundamental, technical, charting, and cyclical analysis and utilizes higher-risk strategies, including short sales and options writing, while generally managing accounts on a discretionary basis.

Earl Berg is a ChFC® with 29 years of industry experience, currently serving as an advisor at Guardian Wealth Management in Salt Lake City, UT. He has been with Guardian Wealth Management since 2008 and also works with Lifebright Investment Management, LLC. Guardian Wealth Management serves individual and high-net-worth clients, providing discretionary portfolio management and written financial planning. The firm uses client-specific Investment Policy Statements and a mix of fundamental, technical, charting, and cyclical analysis, employing higher-risk tools and allowing borrowing in some accounts, which is uncommon among similar firms.