The Guardian Group

Committed to being more.

Financial planner in Lakewood, CO (show on map)

4.9

★★★★★

16 reviews

The Guardian Group helps members build a confident, long-lasting, and happy retirement through comprehensive financial advocacy.

Call (303) 506-9006

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About

The Guardian Group is a financial advisory firm dedicated to maximizing impact on clients' lives and communities through comprehensive financial planning, compassionate advocacy, and a commitment to integrity. They offer integrated planning for retirement and life's significant milestones, emphasizing teamwork, succession planning, and a culture of caring relationships.

Holistic, integrated planning across five financial life areas

Community-focused advocacy and relationship building

Succession planning for long-term client support

Services

Guardian Retirement Blueprint Process

A comprehensive financial planning process addressing five critical areas of financial life to support retirement and life milestones.

Holistic approach covering all financial life areas Integration of investment, insurance, tax, estate, and retirement planning Ongoing management and support

Credentials & Certifications

Registered Investment Advisor

Licensed Insurance Professionals

Reviews

Rating

4.9

★★★★★

Reviews

"Excellent service and knowledgeable, trustworthy team."

Frequently Asked Questions

Is The Guardian Group Right For Me? +

The Guardian Group is best suited for purpose-driven, open-minded, and kind individuals seeking to align their financial situation with core beliefs and passions.

How Does A Relationship With The Guardian Group Begin? +

The process starts with a 90-minute introductory meeting to assess fit, followed by actionable steps if a second meeting is agreed upon.

What Does It Look Like To Be A Member Of The Guardian Group And Be A Client? +

Membership involves ongoing, coordinated planning across five financial life areas, team access, and optional participation in community experiences.

What Inspires Us? +

The team is inspired by diverse life experiences, community impact, personal passions, and the opportunity to serve others with integrity.

Are There Resources Where I Can Get Started On My Own Because I'm Not Ready To Meet? +

While online tools exist, a comprehensive, coordinated plan with a fiduciary advisor provides unmatched value and proactive support.

I'm Not Ready For The 5-Step Process And I Have A Specific Question About: +

The firm offers direct assistance for specific questions on Medicare, budgeting, investment portfolios, 401(k)s, long-term care, and estate documents.