Burnsville Fiduciary Advisor
Always In your best interest
At Guardian Wealth Strategies, we are proud to offer expert financial advisory services to individuals, families, and businesses in Burnsville, MN. As a fiduciary financial advisor, we are committed to providing transparent, objective advice that always places your best interests at the center of every decision. Our team of experienced advisors works closely with you to understand your financial goals, and we develop customized strategies to help you achieve long-term success.
Whether you’re planning for retirement, building wealth, or protecting your family’s financial future, Guardian Wealth Strategies is here to guide you every step of the way. We offer a wide range of services, from investment management to estate planning, all designed with one goal in mind: to help you achieve financial security.
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Integrated Financial Planning
Coordinating what matters most
Reaching your financial goals involves more than just a smart investment portfolio. You need an advisory team to coordinate all aspects of your retirement plan. Going beyond simple asset management, Guardian specializing in integrated financial planning—coordinating investments, taxes, estate plan and insurance—helping you get better outcomes.
Independent & Conflict-Free
Just the way it should be
Guardian Wealth Strategies has a commitment to remain independent and conflict-free. We believe the foundation of a true professional partnership is built upon transparency and trust. With NO proprietary funds, NO revenue sharing and NO conflicts of interest, you can have confidence in the advice and plan offered by our team. Experience the difference of working with a fiduciary.
Discover the Difference
Fiduciary advice specific to you and your needs
Schedule a no-obligation Discovery Meeting (via phone, Zoom or in-person) and learn more about how we can help you on your path to financial success.
Schedule A Discovery Meeting
Connect with us today!
(952) 746-1746
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Our Fiduciary Services in Burnsville
At Guardian Wealth Strategies, we provide a full suite of financial services to clients in Burnsville and beyond. Whether you're looking for retirement planning, wealth management, or education funding, we have the expertise and experience to help you build and protect your wealth.
Investment Management
We create personalized investment strategies that are aligned with your financial goals, risk tolerance, and time horizon. Our team actively manages your portfolio to optimize growth, minimize risk, and keep your assets on track for your future objectives.
Tax StRategies
Tax efficiency is key to growing and preserving your wealth. We help you identify strategies to minimize taxes on your income, investments, and estate. Our tax planning services help you make the most of tax-advantaged accounts, tax-loss harvesting, and charitable giving to reduce your overall tax liability.
Estate Planning
A solid estate plan ensures that your assets are distributed according to your wishes while minimizing estate taxes and avoiding the probate process. We help you create wills, trusts, and other estate planning tools that protect your legacy and ensure a smooth transition of assets to your heirs.
Insurance & Wealth protection
Wealth management is about more than just growing your wealth — it’s about protecting it and ensuring it serves your long-term goals. Our wealth management services include comprehensive planning for investments, taxes, insurance, and estate planning.
Retirement Income Planning
Transition into retirement with a reliable income strategy built just for you. We help you balance spending, saving, and investing for long-term security. From Social Security to pensions and distributions, we coordinate it all. Enjoy your retirement years with peace of mind and financial clarity.
Gifting STRATEGIES
Make meaningful gifts to loved ones or charitable causes while maximizing tax efficiency. We design gifting plans that align with your legacy goals and values. Whether through trusts, annual exclusions, or donor-advised funds, we guide each step. Share your wealth intentionally and leave a lasting impact.
Wealth transfer
Wealth transfer is a key part of securing your family’s financial future. At Guardian Wealth Strategies in Burnsville, we help you create customized plans to protect and pass on your assets smoothly. Our expert team is dedicated to making the transition simple, tax-efficient, and aligned with your legacy goals.
Employer Benefit plan review
Guardian Wealth Strategies in Burnsville offers comprehensive Employer Benefit Plan reviews to help businesses maximize value and support employee satisfaction. Their team evaluates existing plans, identifies opportunities for improvement, and recommends tailored strategies.
Education Funding
The rising costs of education can put a strain on family finances. We provide college funding strategies to help you save for your children’s future education. With 529 plans, custodial accounts, and other education savings vehicles, we ensure that your child’s college tuition is covered without putting your own financial future at risk.
Wealth management
Wealth management is about more than just growing your wealth — it’s about protecting it and ensuring it serves your long-term goals. Our wealth management services include comprehensive planning for investments, taxes, insurance, and estate planning. We take a holistic approach to managing your financial life and work with you to achieve the lifestyle you desire.
What Sets Guardian Wealth Strategies Apart in Burnsville?
At Guardian Wealth Strategies, we take pride in offering a client-first approach that sets us apart in Burnsville. As a fiduciary financial advisor, we are legally and ethically committed to always act in your best interest. Our fee-only structure means no hidden commissions or conflicts of interest — you can trust that our advice is unbiased and focused solely on your financial goals. We provide personalized, holistic wealth management services that encompass everything from investment strategies to retirement planning, tax optimization, estate planning, and more.
Our team’s deep understanding of the local financial landscape allows us to tailor strategies specifically for Burnsville residents, ensuring that each plan is as unique as you are. With Guardian Wealth Strategies, you gain a long-term partner who prioritizes your financial success, offering transparent, objective advice every step of the way. Let us help you build and protect your wealth for the future.
Get started with a fiduciary advisor in burnsville today
At Guardian Wealth Strategies, we are dedicated to helping you achieve your financial goals. Whether you’re just starting to build wealth, planning for retirement, or looking to protect your assets for future generations, we’re here to guide you every step of the way.
Call us at (952) 746-1746 or Schedule Your Discovery Meeting to learn more about how we can help you achieve financial success in Burnsville.