
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...
OUR MANAGING PARTNER

David Cohen
Managing Partner - Investments