Market
RIA
Member Level
Basic
Last Activity
within 2 months
Profile Age
269 days old
General
Location
Lake Forest, IL, US
Profile Type
Buyer
Business Type
Registered Investment Advisor
AUM
$38,000,000.00
Gross Revenue
$455,000.00
# of Accounts
72
Avg Client Age
70
Overview

Guardian Rock Wealth, LLC is an independent, transparent, fee-only financial advisory firm that is not tied to any particular large firm or product set. We are a team that comes with a diverse set of deep experience and education reaching back 30 years at major Wall Street Firms. While we value what we learned during our time at these firms we also believe there is a better, more efficient way to serve clients. Certifications and designations include CFA, CPA, CSA, MBA, and Masters in Taxation.

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