GuardianWealth guides you on a 3-step path to wealth creation:

We start with a free financial health diagnosis


A fresh take on

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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