Three Reasons to Trust Us


Trust Experience and longevity over frills and advertising.

Guardian Plus has been offering financial management and investments solutions since 2005.   Guardian Plus’ Director of Portfolio Management and Director of Financial Planning together have over 60 years of experience of reducing expenses, risk and uncertainty while maximizing returns, this combination allows for unparalleled results, and demonstrates a long-standing commitment to customer service.


Straightforward and transparent fees.

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. Unlike many other investment professionals, we do not receive commission or bonuses based on our investment products. Therefore, we will always create an unbiased investment solution that best fits your needs.


Your money is held at an independent custodian.

All client accounts are held by the qualified independent custodian, Charles Schwab. Guardian Plus employees do not have access to your money. Guardian Plus only has limited authorization to trade securities (in accordance with your Plus+Portfolio), and deduct our quarterly management fee from the account under management. We have no other access or authority to your account(s).

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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.