About Guardian Asset Advisors, LLC
<p>Founded in 2000, Guardian Asset Advisors, LLC (often listed as Guardian Financial Partners, LLC in regulatory filings) works as a fiduciary advisor for retirement plans and personal wealth planning. The firm reports $0.2B in AUM (2026).</p> <p>Headquartered in Mechanicsburg in the Harrisburg–Carlisle metro area, the team works with retirement plan sponsors on fiduciary oversight and investment selection. It also supports individuals and families—especially retirees and high net-worth households—with wealth preservation, growth, and generational planning.</p> <p>On the retirement plan side, Guardian Asset Advisors accepts both 3(21) and 3(38) roles. It also advises on 401(k) plans, health benefits, and pension options, and offers advanced planning strategies for Southern California Edison employees and executives. For organizations, its institutional consulting work covers ERISA and non-ERISA assets using a defined, repeatable process.</p> <p>What sets the firm apart is its mix of 3(21) and 3(38) fiduciary services alongside a niche focus on planning needs for Southern California Edison employees and executives.</p> <ul> <li><a href="/plan-advisors">Plan advisor</a> services with fiduciary guidance</li> <li>3(21) co-fiduciary investment advice</li> <li>3(38) investment manager services</li> <li>401(k), health benefits, and pension option support</li> <li>Institutional consulting for ERISA and non-ERISA assets</li> </ul>
Website: https://guardianfinancialpartners.com
Founded: 2000
Office Locations
- Mechanicsburg, PA (Headquarters)
Services Offered
- 3(21) Investment Advisor
- 3(38) Investment Manager
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $245.6M