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.
SERVICES
Wealth Management
Integrated approach to the design and coordination of personalized financial plans, investments, and tax & estate needs.
Retirement Plans
Comprehensive design, implementation, and fiduciary support for plan sponsors and high touch service for the benefit of plan participants and their beneficiaries.
Advisors
You’ll have a relationship with a primary advisor, but every team member is committed to our mutual success.
Maddy Freedland
CFP®
Christian Keedy
CFP®
Robert Falconer
Ryan Brown
Nathan Budrow
CFA®
Milton Castellanos
Brandon Fentress
Todd Misenheimer
CFP®, CIMA®
Greg Rhinehardt
AIF®, CRPS®, CkP®, CPFA
Roger Lingle
Brian Senske
Martin Hardy
Conor Clougherty
Mike Hensley
CFP®, AIFA®
Rand Millwood
CFP®, CIMA®, AIF®
Russell Smith
CFP®, AIF®, CEBS, CRPS®, CPFA
Jeff Link
Patrick Clark
CFP®, CEPA
Samuel Sexton
CPA, CFP®
operations Team
Marissa Pratt
Robyn Willson
Ashley Finley
Emerald Inscoe
Dora Kotrodimos
CPFA
Jackie Hall
CONTACT US
Telephone: (919) 874-1900
Office: 4270 The Circle at North Hills St. Suite 200, Raleigh, NC 27609