ABOUT Guardian Wealth Advisors
Founded in 2019 following the merger and evolution of two advisory firms, Guardian Wealth Advisors is an independently owned, fee-based Registered Investment Advisor (RIA) headquartered in Raleigh, NC, with a growing presence across the state and country in places like Tennessee, Minneapolis, Omaha and beyond.
We provide fiduciary-driven financial planning and investment management for individuals and businesses, combining decades of experience with a collaborative, client-first approach. Our team cuts through market noise with disciplined, personalized strategies built to adapt over time.
As a CEFEX Certified firm, we hold ourselves to the highest standards of transparency, integrity, and fiduciary excellence—because your future deserves nothing less.
A CEFEX assesses and certifies financial service firms as conforming to fiduciary best practices and required standards. Certified firms voluntarily submit their business practices to an annual assessment conducted by a CEFEX® Analyst who holds the AIFA® Designation and continually verifies their adherence to the applicable standard and is supplemental to oversight performed by regulators, or financial auditors.
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.
Our Founding Team
Based in Raleigh, NC, our founding team established Guardian Wealth Advisors with a clear mission: to serve clients with integrity, personalized attention, and a steadfast commitment to long-term success. This group continues to lead by example, setting the tone for our firm’s values and high standards across all areas of service.
Gabe Barber
Robert Falconer
CFP®
Jackie Hall
Emerald Inscoe
Rand Millwood
CFP®, CIMA®, AIF®
Greg Rhinehardt
AIF®, CRPS®, CkP®, CPFA
Ryan Brown
Brandon Fentress
Mike Hensley
CFP®, AIFA®
Christian Keedy
CFP®
Todd Misenheimer
CFP®, CIMA®
Russell Smith
CFP®, AIF®, CEBS, CRPS®, CPFA
Lauren Cook
Ashley Finley
Sarah Ann Hensley
Dora Kotrodimos
CPFA
Marissa Pratt
Robyn Willson
Regional Team
As our firm grows, so does our reach. A select group of affiliated advisors across the region extends GWA’s personalized approach to wealth management while staying grounded in the core principles that built our reputation.
Nathan Budrow
CFA®
Milton Castellanos
Roger Lingle
Martin Hardy
Advisory Partnership Team
Beyond our in-house teams, we are proud to work with a network of independent advisory firms who share our passion for putting clients first. These vital partnerships are built on mutual trust, cultural alignment, and a shared dedication to delivering exceptional advice and service.
CONTACT US
Telephone: (919) 249-1810
Office: 4270 The Circle at North Hills St. Suite 200, Raleigh, NC 27609