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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.

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.

 

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

 
 
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CONTACT US

Telephone: (919) 874-1900

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

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