Discover Retirement Confidence

Your vision is our vision. We’re here to help turn your ambitions into reality.

Dream. Strategize. Repeat.

At Guardian Wealth Advisory Group, we believe everyone should be able to live the retirement they’ve always wanted. We can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, designed to help you address your financial needs and concerns.

The Guardian Wealth Process

Using our The Guardian Wealth Process, we develop strategies to help you in three key areas:

Put Your Assets to Work.

Our retirement income strategies will help you confidently answer the question most often asked by those nearing or already in retirement: “Will I run out of money?” Strategies include annuities, investments, IRA/401(k) rollovers and other wealth management opportunities.

Preserve What Belongs to You.

As you near retirement, you transition from the accumulation phase to the preservation phase. We help you minimize retirement risk by incorporating a variety of products and services, including life insurance, tax-efficient strategies, long-term care plans and IRA legacy planning.

Provide for Those You Love.

You can continue taking care of loved ones even after you’re gone. We partner with attorneys, tax professionals and others to help you create a legacy through a giving strategy that can include trusts, probate, charitable contributions, estate planning and more.

Insurance products are offered through the insurance business Guardian Wealth Advisory Group. Guardian Wealth Advisory Group is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by Guardian Wealth Advisory Group are not subject to investment Advisor requirements.

All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any statements referring to preservation of assets are not a guarantee or prediction of future performance.  Any references to protection benefits, guarantees or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. 

Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.