Welcome to Wealth Guardian Advisors
At Wealth Guardian Advisors, we believe that each person is unique. Each of us has different goals and dreams based on our uniqueness, and each is significant, special and treasured because they represent who we are.
Our mission at Wealth Guardian Advisors is to help people answer the hard questions of life, allowing them to gain and guard wealth for themselves and their future. We believe wealth means not only having adequate financial resources and managing risk, but also being healthy and happy, and having loving relationships. It also means having control, independence and security. Wealth means living life on your own terms.
The Wealth Guardian Process™ helps gain clarity about how to pursue the goals you have set for yourself. This clarity helps provides you with internal confidence and direction no matter what is happening around you externally.
The Wealth Guardian Process™, our proprietary approach, was created by president and founder, Jon M. Knapp, CFP®. As a strategic financial planning program, Jon designed and packaged this intellectual capital to provide clients with direction and resources for wealth preservation and protection. Jon’s insight in developing this program represents his several decades of experience in lending, financial planning and insurance writing.
The Wealth Guardian Process™
Making sound financial decisions is often confusing and intimidating.
At Wealth Guardian Advisors, we’ve developed a simple and effective map to financial clarity, direction and results.
Your Team
Our team approach to helping you work towards your retirement and/or financial goals something you don’t get everywhere. You don’t just get one of us, you get an entire team of professionals all focused on your interests.
CFP® Code of Ethics
Jon Knapp is proud to serve and hold the designation and CERTIFIED FINANCIAL PLANNER™, CFP®. The CFP® Principles are general statements expressing the ethical and professional ideals certificants and registrants are expected to display in their professional activities.