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Live Fully Today, Safeguard Your Tomorrow

Live Fully Today, Safeguard Your Tomorrow

Experienced and strategic financial guidance to help you pursue opportunities and avoid risks.

Ride the Bull. Prepare for the Bear.

Our Process

Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

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Your Goals First: Unbiased Advice, Custom Solutions

Your Goals First: Unbiased Advice, Custom Solutions

At Guardian Planners, we are an independent financial firm based in DuBois, PA. We are dedicated to providing advice that is always in your best interest. Our independence means we’re not tied to specific investment companies or products, allowing us to focus solely on your financial goals. With a team of experienced strategic advisors, we take a holistic approach to position your assets for growth during bull markets and ensure resilience during bear markets.

About Us
Protecting Your Hard-Earned Assets in Any Market

Protecting Your Hard-Earned Assets in Any Market

We take a balanced approach to managing your money, combining smart tools with hands-on, personal guidance. This ensures your financial plan adapts to changing market conditions and evolving needs. Guided by your unique goals, our relationship-driven process delivers strategies designed for both stability and growth.

Simplify Your Wealth With a Plan

Whether you're looking to grow your savings, plan for retirement, or protect what you’ve worked hard for, we provide personalized guidance to help you make smart financial decisions at every stage of life.

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See What Our Clients Have to Say

“We’ve been working with Chuck at Guardian Planners for over 25 years. He listens to our questions and is attentive to our needs and goals.”

Dr. Angelo & Matilda Illuzzi

See What Our Clients Have to Say

“I have enjoyed working with Guardian Planners. I trust their knowledge and experience to help me achieve my retirement goals. As a nurse, I focus on taking care of my patients. I count on Chuck and his team to take care of my money.”

Melissa Kelso, RN

See What Our Clients Have to Say

I met Chuck about 1992, having separated from my husband and needing financial assistance. He gave me the help I needed. When I became able to start investing some of my income for the future, I called Chuck to help.

In 1996 I remarried and my husband decided to invest with Chuck also. 30 years later we are still with Chuck and retired living very comfortably.

Chuck has compassion and cares, he can even give you a hard time when you want to spend money on something that he feels will not financially benefit you in the long run.

We are very happy with Chuck’s plans and I have referred many people to talk to him.

Lisa and John Pozza

This testimonial and/or endorsement was given by a client of the financial advisor and no compensation was provided directly or indirectly. This testimonial and/or endorsement is not a guarantee of future performance or investment success, and the testimonial and/or endorsement may not be representative of the experience of other customers. Please visit BrokerCheck (https://brokercheck.finra.org) to see more on the background of this professional.

Your Financial Journey Begins Now

Your Financial Journey Begins Now

Take the first step toward achieving your financial goals! Schedule a consultation with one of our advisors today to get a personalized overview of how we can help you grow, protect, and plan for your future. Let’s build a brighter financial future together.

Important Tools to Strengthen Your Financial Literacy

Elevate your financial know-how and equip yourself to make confident decisions using our carefully curated resources.

Roth IRA for Kids

Roth IRA for Kids

Learn about the benefits and requirements of opening a Roth IRA for kids.
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Retirement Strategy After a Job Loss

Retirement Strategy After a Job Loss

Job loss can shake both finances and confidence, reassessing your retirement strategy is key to moving forward with clarity.
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Planning, Saving, and Spending Over a Lifetime

Planning, Saving, and Spending Over a Lifetime

Are you reactive or proactive in your finances? Take control with our step-by-step savings guide.
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Your Financial Picture, Guided by Our Partnership

Pre-Retirees & Retirees

Pre-Retirees & Retirees

We help you preserve wealth and generate income, ensuring financial stability and confidence throughout retirement.

Business Owners

Business Owners

Our integrated financial solutions are designed to protect and grow your wealth, while addressing your entrepreneurial goals and personal aspirations.

Medical Professionals

Medical Professionals

Your demanding career requires a blended approach that balances tactical asset management with solutions for debt management, growth, and wealth preservation.

Educators & Admins

Educators & Admins

We simplify pension plans, retirement options, and evolving needs with a relationship-driven approach to pursue lasting financial success.

Who We Serve