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Qualified Financial Advisors in Salisbury, Maryland
Financial Advisor Office Location Phone Number
Chris Theis
Guardian Investments
28371 Dupont Boulevard,
Millsboro, DE  19966
(877) 712-8087

Information on Qualified Financial Advisors in Salisbury

Qualifications CRD# 2453539
FirmCRD# 8032
Series 7, 65

Compensation/Fee Fee-Based (Fee and Commissions), Based on Assets

Office Location 28371 Dupont Boulevard,
Unit 3,
Phone Number (877) 7128087

Chris is the president and financial advisor of Guardian Investments. He has also been named a *Five Star Wealth Manager in Delaware from 2013-2018. A graduate of Messiah College in Grantham, Pennsylvania, Chris has over 13 years of experience in his field having previously worked for one of the largest financial advisory firms in the state.

About Guardian Investments

Guardian Investments is an independent firm offering advice, a wide range of products, and services for every aspect of your financial life. Before making a recommendation, we learn about you and your goals and dreams. We come along side and partner with you to make those goals and dreams a reality. We believe that pairing a thorough financial plan with a portfolio of high-quality investments suited to your particular investment objective and risk tolerance give you the best chance for success. At Guardian we're here to help you pursue those goals and guide you through the complexities of planning things, such as your retirement. Using our client-centered approach, we seek to help you design a framework for your savings that will evolve with you over the years. We specialize in providing individual and families with a structured and customized retirement plan. Our years of expertise combined with a highly personalized level of service allow us to design unique strategies that can help you: Define your goals Maximize your savings Manage your assets Track and monitor your plan At Guardian, this is our specialty. Let us focus on your financial plan so you can spend your time doing what you enjoy, both now and in the future.

* Additional advisor listing is provided in partnership with YEXT

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Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.

A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.

Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.

A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?