Mission, Vision & Values

    Guardian Rock exists to accelerate and preserve the wealth and legacy of those it serves.

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. 


                    Our vision is to introduce understanding, reduce the fear and simplify,

                               but not oversimplify the market for our clients. 


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

  1. Simplify the complex
  2. Gain a deep understanding of our client's goals and dreams through questioning, listening and clarifying.
  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 are immensely curious and seek to learn constantly
  7. We believe that consistent planning and efficient, consistent execution are the core of the success of those working with us.
  8. We respect each opinion and perspective.