Professional Financial Planning in Lake Forest, IL

1430 Littlefield Court
Lake Forest, IL 60045
  • (630) 730-3875
  • (630) 665-1690

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Please feel free to contact us with any questions.

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Mission, Vision & Values

Guardian Rock exists to accelerate and preserve the wealth and legacy of those it serves.

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Investment Philosophy

Guardian Rock Wealth believes and acts in accordance with the principle that the market is a complex and adaptive system that can not be predicted with great consistency. And thus Guardian Rock implores a well-balanced, disciplined approach to investing. While we believe thorough, quantitative analysis can be helpful, over reliance on quantitative measurements can expose portfolios to unintended risk.

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Why and What We Do

As a group of professional financial planning advisors, we provide financial advice that will help you gain stability for your financial future. Contact us in Lake Forest, Illinois, for a consultation today.

As a transparent, fee-based financial advisory firm, we work directly for you.  We are not tied to any one firm or product. We pride ourselves on sitting on the same side of the table as our clients. Your trust is something we treasure and it is why we work tirelessly to present strategies best tailored to reach your unique goals. 

We do this because we are deeply passionate about using what we have learned over the years spent in Wall Street firms to help you achieve your personal goals.


Guardian Rock approaches the individual, from a point of relationship and common understanding.

In a world of automation and mass production, Guardian Rock seeks to customize.

In a world often overwhelmed by noise and distraction, Guardian Rock seeks to understand, resolve and to some extent, simplify.

In a world lost to opinion and commentary, Guardian Rock attempts to deliver definition and specific outcomes.

Stated plainly, Guardian Rock seeks intention and purpose through relationship and results.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck