GuardianWealth guides you on a 3-step path to wealth creation:
We start with a free financial health diagnosis

Develop a strong saving habit
Wealth creation is like planting a seed; you need a solid foundation. Save with family & friends, while improving your credit score. Challenge your loved ones to save more.
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Become financially independent
Start saving for emergencies, to pay-off debt, milestones, and important purchases. Generate passive income to lead you on the path to financial freedom.
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Grow your wealth
Invest at least $100 today and watch it grow over time with GuardianWealth. Tell us about your financial goals and risk profile, and our algorithm will put together a portfolio to secure your financial future.
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A fresh take on
finance.


All-in-one
finance

Community-
based approach

Wealth building on
auto-pilot
You don't need multiple apps to manage your money. GuardianWealth personal finance app is one-stop-shop to achieving greater financial security through our financial wellness program, budgeting, goal-based approach to saving and investing.
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Save more with free budget planner.
Set your spending limits, track your expenses, and gain insights on your money habits. Now, you can save towards your financial goals with confidence.
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Goal-based approach to saving.
Set up a plan and save for specific financial goals. Don’t let an upcoming or unexpected major expense derail your financial aspirations.
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Sit back, relax, and watch your money grow.
Here’s a secret: Building wealth isn’t as complicated as it seems. The key is having a plan, saving regularly and
investing in the market with a long-term perspective.
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We’re focused on financial independence for you — and your community.
We make saving with family and friends easy and rewarding. Start empowering those your love with the tools and resources to achieve greater financial security.
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Make the right money decisions.
GuardianWealth's budget and financial planners are free. We only earn fees when you choose to save money and invest with us.
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Trust us to keep your money safe and secure.
SEC licensed registered investment Adviser.
Tech platform powered by state-of-the-art data encryption.
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