Adding value one unique client at a time

Why are we different?

We have over a quarter of a century of experience with some of the largest firms on Wall Street where we managed billions of dollars in assets.  We are independent, fiduciaries.  This experience and independence allow us to serve you directly with interests that are directly aligned.   Our fees are transparent and can be found by clicking here.


Our financial advisory and portfolio management team provides customized advice to help you or your organization gain stability and direction for your financial future.  

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

We treasure your trust and confidence.  We work relentlessly to earn it, presenting unique strategies and solutions tailored to you and born from our years of experience. 

  • Guardian Rock approaches the Individual first to listen and understand.
  • In a world of automation and mass production, we seek to deliver unique, customized solutions that come only 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 assets and preserve your wealth may be one of the most important financial decisions that you make. The experience you should look for is one that encompasses 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 and care are not taken to apply these things to your 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 and clarify these things we provide the appropriate 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. We are ready to provide you with the resources needed 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 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 or support charitable organizations and causes while managing the risks you face. While every type of investment involves some risk, we do what 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 

Choose an investment partner that collaborates directly with you and your family to develop goals for your entire estate. With a disciplined, consistent approach to investing, you are much more likely to 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 Chicago, Colorado and the surrounding suburbs of Chicago. (offices in Lake Forest, Lisle, Chicago, and Avon CO)

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