Adding value one unique client at a time

Our team provides personalized advice to help you or your organization gain stability and direction for your financial future.  We are independent, transparent, fee-based and are not tied to any particular firm or product set which aligns us with your best interests.  

As a team of financial planning, and wealth management advisors, our most important goal is to listen to add value to your unique situation, goals, hopes, and dreams.  This is the first and most important part of the value package we offer.  

We treasure your trust and confidence.  We work relentlessly to earn it, presenting unique strategies and solutions tailored to you. 

We love what we do.  We enjoy using over three decades of experience to help achieve your individual goals.

  • Guardian Rock approaches the Individual first to listen and understand.
  • In a world of automation and mass production, we seek to deliver unique solutions born from decades of experience.
  • In a world overwhelmed by noise and distraction, We seek to resolve and simplify. 
  • In a world lost to opinion and commentary, Guardian Rock attempts to deliver clarity and outcomes explicitly designed for you. 

Headquartered in Chicago, reaching around the world

Establishing a relationship with a financial planner that has the experience, and education needed to help you protect and grow your estate and preserve your wealth. That experience should encompass a global view of the markets.  We currently have clients from across the United States and around the world.  Each of us has a different goal for our resources and life that comes from each of our unique perspectives. 

Education, experience, and insight mean little; however, if time is not taken to apply these things to each unique situation.  We take time to establish an understanding of who you are, how you want your money invested and more importantly 'why.'  Once we understand these things we provide the appropriate advice and management unique to you.  The advocacy investing®  portion of our site explains how we help qualified investors drill deep into investing in the impact they want to have on the world.

contact us today and tell us more about your financial goals and what matters to you. We are ready to provide you with the resources you need to plan for retirement, life after formal work, saving for education, travel or whatever your goals may be.  We calculate the potential tax burdens, consider how your plans may change due to fluctuations in the consumer price index discuss how various account types may help as well as various portfolio management techniques.

A Connection Based on Trust 

With so much to consider when it comes to investing for your future, it makes sense to choose a personal financial advisor supported by a team who all understand your vision. We personalize the investment experience to ensure your goals are realistic and achievable. 

Our group offers customized solutions that help you save for college, plan for retirement or leave a legacy while managing the risks you face. While every type of investment involves some risk, we do everything we can to educate you about those potential issues. We want you to be prepared for changes in market conditions so your plan remains on track. 

Personalized Financial Advice 

Choose an investment partner that collaborates directly with you to develop goals for your entire estate and customizes a plan specifically for you. With a disciplined approach to investing, you can ensure that your children are cared for, your estate is protected, your legacy continues, and the goals wants and needs that are unique to you are understood.

Contact our financial advisor team today for wealth management strategies geared to your individual needs. We proudly serve clients across the United States from our offices in Chicago and the surrounding suburbs of Chicago. (offices in Lake Forest, Lisle and Chicago)

Check the background of this firm on FINRA's broker check.