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WELCOME TO GUARDIAN WEALTH ADVISORY

We are a holistic financial planning and money management firm located in Boca Raton, Florida, that serves clients throughout the United States. With a combined experience of over 60 years, our team is well-versed in all areas of wealth management. Our exceptional insight into retirement planning, investment management, life insurance and annuities can give you the financial peace of mind you deserve.

You’ve worked hard to build your wealth and we will work just as hard to help grow and protect it.

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RETIREMENT PLANNING

Enjoy this next-phase of life with a carefully crafted income distribution strategy designed for the long-term.

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INSURANCE PLANNING

We use a meaningful strategic investment analysis for greater understanding and confidence.

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BUSINESS PLANNING

We believe small businesses are the backbone of America. At Guardian Wealth Advisory, we do our utmost to help your business thrive.

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MEET OUR TEAM

Kenneth Bernstein and Jeffrey Eglow are the firm’s co-founders and boast over 60 years of combined financial planning and money management experience. Learn more about their unique backgrounds and meet the rest of our team by clicking below.

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OUR GOALS 

Whether you are days or decades away from retirement - now is the time to plan for your life post-career. We can help you define your financial goals and strategize a way for you to meet each one successfully and on time. We are committed to educating you throughout the process so you clearly understand where your money is and how it is growing.

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