Guardian Wealth Management, Inc.

guardian wealth management, inc. (gwmi) is a fee only registered investment advisor (ria) specializing in comprehensive wealth management designed for values-based living. gwmi was established in 1997 to focus the vision and passion for comprehensive financial planning with cpa practice of 25 years. tax planning is a central component of guardian wealth management’s operating model with the driving goal to build a firm that provided a select number of clients with an array of wealth management services not readily available at most investment management firms.