Mission, Vision & Values

  Our mission is to show people of all types how to build their best life not just a portfolio.


Our vision is to see individuals, families, and organizations of all types building their best life supported by their plans and portfolios. 

We do this by using decades of expertise to introduce understanding, reduce fear, and make the investment planning process easier. 

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


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

  • Listen and clarify to gain a deep understanding of goals, hopes, and dreams.                                                                                       
  • Consistent planning and efficient execution are found at the core of the success of those who work with us.                                                     
  • Place clients' interests above our own in a fiduciary relationship                                                                                                              
  • Be the change we want to see in the world and we help our clients do the same                                                                           
  • Adapt and innovate to solve real-world challenges and accomplish unique client goals                                                         
  • Respect each opinion and perspective                                                                                                                                                      
  • Simplify the complex


For a better understanding of our process and our values, 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