Why we love adding value to our clients

As a team of financial planning advisors, The number one thing that we do for you is that we listen to add value.  We feel this is the most important part of the full value package that we offer.  

we provide personalized advice to help you gain stability and direction for your financial future.  We are an independent, transparent, fee-based financial advisory firm that is not tied to any particular firm or product set. 

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

We do this because, frankly, we love it.  We enjoy using decades of Wall Street experience to help you achieve individuals and organizations achieve their goals.

  • Guardian Rock approaches the Individual from a point of relationship and understanding.
  • In a world of automation and mass production, Guardian Rock seeks to deliver customized solutions.
  • 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 explicitly designed with your needs in mind. 
  • Guardian seeks intention and purpose through relationship and results. 

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 some foreign countries.  Each one of us has a different goal for their money and their life that comes from their unique perspectives. That is why trust plays an important role in how we approach money management. 

Education, experience, and insight mean little; however, if we don't take time to apply these things to your unique situation.  We take the time to establish an understanding of who you are, how you want your money invested and more importantly 'why.'  Once we fully understand these things we can provide the advice and management that is unique to you.  See our wholly owned subsidiary advocacy investing® site to learn how we can drill deep down into how to invest for the impact you want to have.  We want any move that we make to be in line with your overall vision.

Sit down with us today and tell us more about your life and financial goals. We are ready to provide you with the resources you need to plan for retirement. Calculate the potential tax burdens and consider how your plans may change due to fluctuations in the consumer price index. And, ultimately, become an educated investor and do more with your money going forward. 

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. We personalize the investment experience to ensure your goals are realistic and reachable. 

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.  

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