Mission, Vision & Values

  Our vision is to introduce understanding, reduce the fear and simplify the market for our clients. 

The problem we see is the overwhelming amount of information and frankly, misinformation about what is a complex adaptive market which causes some to oversimplify and others to overcomplicate. 

 

   The Guardian Rock team consistently operates within a common set of principles 

  1. Gain a deep understanding of our client's goals and dreams through questioning, listening and clarifying
  2. We believe that consistent planning and efficient execution are the core of the success of those working with us
  3. Always place clients' interests above our own in a fiduciary relationship
  4. We believe that we need to be the change we want to see in the world and we help our clients do the same
  5. We adapt and innovate to solve real-world challenges and accomplish unique client goals
  6. We respect each opinion and perspective
  7. Simplify the complex

 

For a better understanding of our process and our values, you can request a copy of the book "Build a Life, Not a Portfolio; A Guide to Your Financial Future Based on Your Personal Values." For a free copy make your request HERE