Guardian Wealth Strategies Employee Directory
Financial ServicesMinnesota, United States2-10 Employees
Guardian Wealth Strategies is a Minneapolis-based financial services firm that concentrates on Integrated Financial Planning, coordinating investments, taxes, estate planning, and insurance to create a cohesive strategy for clients. As an independent, fee-only fiduciary, the firm aims to provide comprehensive guidance to individuals, businesses, and nonprofit organizations, helping them align their financial goals with a holistic plan. The company operates in the wealth management space, offering services that emphasize coordination across multiple financial domains rather than focusing on a single aspect. Located in Minneapolis, Minnesota, the firm brings its advisory approach to a local market, serving clients through a small team. Guardian Wealth Strategies’ emphasis on independent fiduciary oversight positions it among firms that prioritize client interests and comprehensive planning over product sales. In addition to its core planning services, the firm has reported serving a broad range of client types, reflecting a focus on personalized strategies within the financial services industry.
1-888-653-2347 
support@leadiq.com 
