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Welcome to Guardian Financial Group

The primary goal of the advisors at Guardian Financial Group is to guide you and 
your family towards the best path to wealth management. We strive to help
protect, manage and grow your assets by giving exemplary client service 
and always acting in your best interest. Integrity, commitment, flexibility and
kindness are at the core of our firm.

Guardianships & Court Ordered Depositories

Guardianship is a distinct and unique type of judicial matter. Different many other cases, guardianships may remain open for years or even decades...

Retirees &
Pre-Retirees

The transition from working life to retirement is one of the most rewarding and challenging times in a person’s life. Emotions like relief and excitement start to make room for worry and panic...

Corporate
Executives

Corporate executives face many unique challenges and are often consumed by their occupations that they are unable to dedicate the necessary focus to their personal financial situations ...

Florida Retirement System (FRS) Participants

Individuals who retire from the FRS must closely follow a set of steps to ease the transition into a comfortable retirement ...

Business
Owners

Entrepreneurs Invest their entire life in building their business which is an admirable and respectable pursuit...

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OUR MANAGING PARTNER

David Cohen

Managing Partner - Investments

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