Protecting Today's Wealth, Building Tomorrows®

Leveraging the secrets, strategies, and tactics gained from nearly three decades managing portfolios for large Wall Street firms to develop and customize wealth strategies for individuals, families, and organizations who don't have the time, expertise, or desire to do this on their own. We have a single goal in mind: 

Protecting and growing your wealth.

Located in Illinois, Hawaii, Colorado, and North Carolina we have no salespeople, only advocates for people who can use our services. 

Many brokerage firms and banking institutions are essentially sales organizations peddling their own financial products or services. You get the best of what they have, but not necessarily the best solution for you.

Guardian Rock is the opposite. We have no salespeople. We are your advocates, partners, and fiduciaries providing objective advice for your financial planning needs. We value transparency at every stage and strive to build relationships built on trust and mutual respect. As a team of financial planners and wealth management advisors, the first and most important part of what we offer is to listen to you, your needs wants, hopes, and dreams before helping to design and execute a specific, detailed, and understandable plan for you. 

  • We listen first to gain understanding.
  • In a world of automation and mass production, we seek to deliver unique, customized solutions that come 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, we look to deliver clarity and outcomes explicitly designed for you. 

Establishing a relationship with a financial planner that has the experience and education needed to help you protect and grow your assets while also preserving your wealth may be one of the most important financial decisions that you make. The experience to look for is one that encompasses a global view of the markets. We currently have clients from across the United States. Each individual has a different goal for their resources and life built upon unique experiences and perspectives. 

Education, experience, and insight mean little if time and care are not taken to apply them to your unique situation. We take time to establish an understanding of who you are, and more importantly 'why'. Once we understand and clarify these things we provide a clear financial plan, 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. At the end of the day, we are here to help you build your life, not just a portfolio.  We enjoy sharing our resources to provide you with a plan or roadmap to retirement, saving for education, travel, or whatever your goals may be. We calculate potential tax burdens, consider how your plans may change due to what is going on in the world and in your life. 

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 that understands your vision. With Guardian Rock, you have access to an all-star team with complementary skill sets.    Meet the team here 

Our group offers customized solutions that help you save for college, plan for retirement, leave a legacy, support charitable organizations, or whatever is important to you while helping to manage risks. While any investment involves risk, we do all we can to educate you about those potential issues. We want you to be prepared for changes in market conditions so your financial plan remains on track. 

Personalized Financial Advice 

We have found that a disciplined and consistent approach to investing makes it much more likely that you will reach your goals.  

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 IL, CO, and NC including all Chicago suburbs. (offices in Lake Forest, Lisle, and Beaver Creek CO)

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