Casey Bartels

With over 60 years of combined financial services experience, we are dedicated to providing investment management and financial planning advice to individuals, and traditional consulting services to institutions. Our philosophy is built on the principles of character, equality, and respectful treatment for all clients. This is what we call The Guardian Standard. We believe your financial plan and investments need to be in sync with each other and your success requires expertise in both these areas. Our client process is driven by our True Financial Planning approach and Dynamic Risk Asset Allocation Management Sleeve Strategy (DRAAMSS). Our process allows for adaptive, tax-efficient portfolio solutions as the investment landscape and your needs change. GFP currently oversees approximately $200 million in individual assets and more than $500 million in institutional assets. Whether you are the head of your household or an institutional fiduciary, we have the expertise and knowledge to ensure your assets are properly positioned to meet your personal goals and dreams or your institutional mission. To learn more about Guardian Financial Partners, please visit us at GuardianFinancialPartners.com or contact us 949.771.2969.