Guardian Wealth Management INc

Guardian Wealth Management, Inc. (GWMI, Guardian Wealth) is a fee only Registered Investment Advisor (RIA) specializing in comprehensive wealth management designed to encourage values-based living. GWMI was established in 1997 by Don (CPA/PFS) and Kathy VanLandingham in answer to her vision for Don to focus his passion for the comprehensive financial planning he was providing within his CPA practice of 25 years. Initially, GWMI functioned much as a department within the CPA firm, but in 1998 the decision was made to move the advisory firm to a separate location. In late 1999, the couple sold VanLandingham CPAs in order to concentrate on their vision for the advisory firm. Tax planning remains a central component of Guardian Wealth Management’s operating model. Don&aposs and Kathy’s driving goal was to build a firm that provided a select number of clients with an array of wealth management services not readily available at most investment management firms.

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