Our Mission

It’s simple…

‘Provide low-cost comprehensive portfolio management’

Life’s transitions can be negative or positive, unexpected or planned. Some transitions happen without warning as in cases of accidents, death, divorce, job loss, or serious illness. Other transitions can be positive such as getting married, going away to college, starting a new job, moving to a new city, or giving birth to a child.

Our staff consists of various industry professionals including financial planners and portfolio managers that work together to provide an unparalleled quality and scope of assistance.  Learn more about Our Team >

At Guardian Plus…

We are Fiduciaries, bound by definition and law, to provide the highest duty of care, good faith, trust, confidence, unbiased services and advice to you, and of course always with your best interests in mind. Not all investment groups are bound to this professional licensing qualification.

‘Make sure you know whose interests your investment advisor has is mind.’

Whether you’re planning college savings for your children, saving for retirement, downsizing or protecting your hard-earned assets for the future and your family, our Plus+Portfolio strategies will be customized to your needs and your goals.

Learn more about Our Portfolio Strategies >


Guardian Plus Inc. is a registered investment adviser in the State of Washington. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.