Mission, Vision & Values

  Our vision is to introduce understanding, reduce fear, and simplify the market for our clients so they can experience their best life. 

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

Our mission is to listen to understand, customize, create, and manage a unique comprehensive financial plan for each client.


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

  • Gain a deep understanding of our client's goals and dreams through questioning, listening and clarifying
  • Consistent planning and efficient execution are the core of the success of those working with us.
  • Always 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, 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