The Guardian Standard | Guardian Financial Partners

What is The Guardian Standard?

Your needs and trust always come first. We answer the phone when you call. We follow through and consistently deliver on the promises we made to you at our first meeting. We are your financial planning and investment family. We like the responsibility and commitment that being a “family member” entails.

The Guardian Standard is built on the principles of character, equality, and respectful treatment for all clients. Preserving Your Lifestyle and Protecting Your Assets is not simply a “tag line” at GFP. It is a non-negotiable core value.

Family & Ethos

When you become a part of the GFP family, we make the commitment and assume the responsibility of becoming your advocate. We will always place your unique needs and goals ahead of our own. Honesty and frank advice, when needed, is part of our relationship with you. It is very simple for us. Our success as your advocate is a by-product of your financial and personal success. Placing your needs ahead of our own creates the type of ethos we are proud to call The Guardian Standard.

Fairness & Equality

At many firms the size of your account dictates the level of service you receive. GFP’s platform allows us to execute and treat all clients, regardless of their account size, equally and fairly. Our goal is to make sure you are informed, comfortable, and always satisfied with the quality of advice and the level of service you are receiving.

Walk the Walk

We believe the promises we made to you before becoming a client must be delivered to you after you are a client. We follow through on the commitments outlined in your service agreement and provide regular progress reviews as part of The Guardian Standard. Our goal is to keep you fully informed and satisfied at all times. Many firms make this promise, but we actually “Walk the Walk.”

Guardian Financial Partners, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Guardian Financial Partners, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Any commentary on this website reflects the personal opinions, viewpoints and analyses of the Guardian Financial Partners, LLC employees providing such comments, and should not be regarded as a description of advisory services provided by Guardian Financial Partners, LLC or performance returns of any Guardian Financial Partners, LLC Investments client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Guardian Financial Partners, LLC manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results. Investing involves risk and possible loss of principal capital. No advice may be rendered by Guardian Financial Partners, LLC unless a client service agreement is in place. Form ADV and Form CRS contain important information about the advisory services, fees, business, background, and experience of advisory personnel. Form ADV is publicly available and may be viewed here. Form CRS is publicly available and may be viewed here.