Advisors at this firm
James R
PFS™
Chattanooga, TN
Guardian Wealth Management, LLC
James Raper is a financial advisor at Guardian Wealth Management, LLC in Chattanooga, TN, holding the PFS™ designation with three years of industry experience. His prior work includes roles at Henderson Hutcherson & McCullough CPAs and BlueCross BlueShield of Tennessee, among others. Guardian Wealth Management serves individual and high-net-worth clients with discretionary asset management and comprehensive financial planning. The firm emphasizes portfolios built from exchange-traded funds and mutual funds, applying Modern Portfolio Theory and efficient-frontier principles with a focus on long-term holdings and periodic rebalancing.
Eduardo P
CFP®
Chattanooga, TN
Guardian Wealth Management, LLC
Eduardo Palacios is a CFP® professional with Guardian Wealth Management, LLC in Chattanooga, TN. He has been with the firm since 2016 and previously worked at Erlanger Hospital. Guardian Wealth Management serves individual and high-net-worth clients with discretionary asset management and financial planning, focusing on diversified portfolios primarily composed of exchange-traded funds and mutual funds. The firm emphasizes long-term holdings, periodic rebalancing, and a planning scope that includes tax and corporate-structure analysis.
James M
CFP®
Johnson City, TN
Guardian Wealth Management, LLC
James Motte is a CFP® professional with 12 years of industry experience. He has worked at Guardian Wealth Management, LLC since 2023 and previously spent seven years at First Covenant Trust and Advisors. Motte also has experience in the public sector, having worked for the City of Bristol. Guardian Wealth Management serves individual and high-net-worth clients, providing discretionary asset management and comprehensive financial planning. The firm’s investment approach emphasizes asset-class diversification based on Modern Portfolio Theory, long-term holdings, and periodic rebalancing, supported by institutional platforms such as Schwab Institutional and DFA products.
Donald V
PFS™
Chattanooga, TN
Guardian Wealth Management, LLC
Donald Vanlandingham is a PFS™ credentialed financial advisor with 24 years of industry experience. He has been with Guardian Wealth Management, LLC since 1997. Outside of his advisory role, he is an investment partner and owner of a commercial office suite building in Chattanooga, TN. Guardian Wealth Management serves individual and high-net-worth clients with discretionary asset management and financial planning, focusing on diversified portfolios primarily using exchange-traded and mutual funds. The firm employs a tailored investment approach based on Modern Portfolio Theory and efficient frontier principles, emphasizing long-term holdings and periodic rebalancing.
Laura R
PFS™
Chattanooga, TN
Guardian Wealth Management, LLC
Laura Reid is a financial advisor at Guardian Wealth Management, LLC in Chattanooga, TN. She holds the PFS™ designation and has three years of industry experience. Reid has been with Guardian Wealth Management since 2014. Guardian Wealth Management serves individual and high-net-worth clients with discretionary asset management and comprehensive financial planning. The firm emphasizes diversified portfolios based on Modern Portfolio Theory, long-term holdings, and conservative cash management, utilizing institutional platforms such as Schwab Institutional and DFA products.