Guardian Wealth Management, LLC

Guardian Wealth Management (GWM) is a fee only Registered Investment Advisor (RIA) specializing in comprehensive wealth management designed to encourage values-based living.

Why Guardian Wealth Management?

Guardian Wealth Management (GWM) was founded in 1997 by Don VanLandingham, CPA/PFS, and Kathy VanLandingham. GWM was established to enable Mr. VanLandingham to focus on providing comprehensive financial planning, a service he had offered for 25 years within his CPA practice. Initially operating as a department within the CPA firm, GWM became a separate entity in 1998. In late 1999, the VanLandinghams sold their CPA firm to concentrate on their vision for GWM. Tax planning remains a core component of Guardian Wealth Management’s services. Mr. and Ms. VanLandingham’s goal was to create a firm that offered a select group of clients a broad range of wealth management services not typically found at most investment management firms.

Our Part

PLAN • INVEST • COACH

Guardian Wealth first partners with each client to develop a personal financial plan designed to give clients the peace of mind they need to shift their focus to values-based living. Our next step is to construct an investment portfolio driven by long-term purpose and to implement that approach with discipline.

Lastly, our three-meeting process helps each family get their financial house in order over time and keep it that way. We keep our clients focused on goal achievement rather than short-term gains or losses. Most importantly, we coach our clients toward living a full and balanced life.

Your Part

VALUES • PURPOSE • DREAMS • GOALS

To effectively develop a comprehensive financial plan and select an investment model that aligns with your risk tolerance (an allocation that allows you a measure of peaceful sleep in both up and down financial markets), it’s crucial to first define the reasons behind your wealth accumulation. This clarity will provide the necessary motivation for your active participation in your wealth journey.

Your part is to filter your decisions through your personal or family values system, examine family and individual purpose in life, give wings to your dreams, and finally make a commitment to the goals that will give you the best probability of seeing those dreams come true. It is also important to choose a trustworthy wealth manager or financial planner. James Russell Lowell once said that “no man can produce great things who is not thoroughly sincere in dealing with himself.” Few of us possess the insights and discipline required to set a course for long-term financial success without help.