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/guard.i.an/ - providing proactive and protective supervision

/wealth/ - abundance of valuable material possessions or resources

/ad.vi.sor/ - one who gives others guidance or advice

ABOUT

Guardian Wealth Advisors is an independently-owned, fee-based advisory firm serving individuals and businesses across the Southeast and beyond. We’re committed to the Registered Investment Advisor (RIA) model and its fiduciary obligation to act in the best interest of our clients. Together our teams bring decades of experience to the planning and investment process, with the diversity of our backgrounds providing valuable perspective into each relationship.

Financial markets are filled with narratives and emotions; we believe a team approach helps cut to the facts in building the most appropriate solution for each client. In our experience, the most successful client outcomes start with plans that are highly personalized, thoroughly researched, and confidently implemented.

Guardian Wealth Advisors is a CEFEX Certified Investment Advisor. CEFEX (Centre for Fiduciary Excellence, LLC) is an independent global assessment and certification organization. The CEFEX Mark signifies that an organization’s established practices have been independently verified and are worthy of trust and confidence.

SERVICES

 
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Wealth Management

Integrated approach to the design and coordination of personalized financial plans, investments, and tax & estate needs.

 
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Retirement Plans

Comprehensive design, implementation, and fiduciary support for plan sponsors and high touch service for the benefit of plan participants and their beneficiaries.

 

Team Members

You’ll have a relationship with a primary advisor, but every team member is committed to our mutual success.

 

Ryan Brown

Patrick Clark

CFP®, CEPA

Brandon Fentress

Martin Hardy

Emerald Inscoe

Roger Lingle

Todd Misenheimer

CFP®, CIMA®

Brian Senske

 

Nathan Budrow

CFA®

Lauren Cook

Ashley Finley

Mike Hensley

CFP®, AIFA®

Christian Keedy

CFP®

Jeff Link

Marissa Pratt

Samuel Sexton

CPA, CFP®

Robyn Willson

 

Milton Castellanos

Robert Falconer

Jackie Hall

Sarah Ann Hensley

Dora Kotrodimos

CPFA

Rand Millwood

CFP®, CIMA®, AIF®

Greg Rhinehardt

AIF®, CRPS®, CkP®, CPFA

Russell Smith

CFP®, AIF®, CEBS, CRPS®, CPFA

 
 
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CONTACT US

Telephone: (919) 249-1810

Office: 4270 The Circle at North Hills St. Suite 200, Raleigh, NC 27609

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