Guardian Wealth Management (GWM) is a Registered Investment Advisor (RIA) wealth management firm based out of Peoria, IL dedicated to serving the needs of mass affluent and high net worth individuals and retirement plans. GWM manages over $250M in assets with the goal of helping clients see and manage their entire financial future by connecting the dots between financial planning, tax planning, investment management, and estate planning. To this end, Guardian directly manages portfolios for clients and works closely with client tax and legal advisors.

Guardian Wealth Management

Org chart

Teams

Offices

Guardian Wealth Management

Org chart

Teams

Offices

Related companies