Guardian Wealth Advisors, LLC
SEC RegisteredEnjoy the moments that matter with a solid financial plan.
About the firm
Valley Peak Financial helps clients become more intentional with their resources, offering comprehensive financial planning and ongoing investment management. Whether clients are building wealth, spending it down, or giving to charity, the firm partners with them to navigate personal finance and allocate portfolios in a way that fits their needs.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive financial planning and ongoing investment management, including investment strategy and portfolio management (in partnership with Aptus Capital Advisors), retirement projection analysis, life insurance needs analysis, debt management analysis, employer 401(k) and benefits review, tax return review and analysis, retirement income planning, Social Security claiming strategies, required minimum distributions, long-term care insurance needs analysis, trust and estate planning analysis, retirement community affordability and consulting, business planning (tax/succession/exit), restricted stock/stock options/ESPP analysis, and complex charitable giving strategies.
Who they serve
Clients at every stage of life, whether starting to build wealth, spending it down, or giving to charity.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 1,649 | $436M |
| High Net Worth Individuals | 474 | $1.5B |
| Charitable Organizations | 104 | $754M |
Leadership
Office locations
Advisors at this firm
32 advisors in the directory
Regulatory & compliance
Data as of March 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Guardian Wealth Advisors, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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