Guardian Wealth Advisors

Guardian Wealth Advisors

David H. Batchelor launched Guardian Wealth Advisors in 2019 after a career in private wealth management at larger wirehouses. The Raleigh-based RIA operates with a flat team structure, providing financial planning and discretionary portfolio management to a client base concentrated in North Carolina's Research Triangle and surrounding states. The firm constructs separate-account portfolios using individual equities and fixed-income securities rather than mutual funds or ETFs. This approach allows for tax-loss harvesting at the lot level and customization around concentrated stock positions. Core allocations span US large-cap equities, municipal bonds, and investment-grade corporates. The firm does not originate direct private investments or participate in venture-stage deal flow. Guardian Wealth Advisors maintains a single office in Raleigh and does not publicly disclose assets under management or total client count. The firm is registered with the SEC and state regulators. No adjacent vehicles — such as a philanthropic foundation, real-asset arm, or private-fund complex — are associated with the entity. As a pure advisory practice without proprietary products or capital-markets revenue, Guardian's structural posture eliminates the product-distribution incentives common in bank-affiliated and wirehouse wealth platforms. Batchelor's personal book of business and the firm's recurring fee-only model constitute the economic engine, with no disclosed plan for external succession or institutional capital.