FINANCIAL PLANNING & MANAGEMENT | ADVOCACY INVESTINGĀ®

CONNECT

Address:

70 West Madison
Chicago, IL 60602

Phone:

(630) 730-3875

Fax/Other:

(630) 665-1690

Mission, Vision & Values

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

  • Guardian Rock seeks to accomplish this mission by operating a platform that provides holistic advice and comprehensive services unique to each individual.
     
  • The long-term vision of Guardian Rock is to create a firm founded on a common set of values. We place customization and service, at the forefront of our approach, meeting each client at his/her greatest need.

Guardian Rock’s values include:

  • A passion for helping others plan for their financial future
  • Surpassing expectations in terms of service and understanding.
  • Confidence with humility.
  • Approachability and accessibility.
  • Learning and adaptation
  • Respect for each opinion and personal experience.
  • We promote an open-minded, creative culture.