Investing with confidence
Whether you’re looking to grow your money slowly over time, plan for retirement, or diversify your assets, investing could be a smart move. And you don’t have to go it alone — our financial professionals can help you build a personalized and holistic investment strategy that fits your goals. People with strong financial health are four times more likely to work with a financial professional than those who don’t.1 That kind of financial confidence can make all the difference.

Brokerage accounts
A brokerage account lets you manage all your investments in one place. Whether it’s stocks, bonds, mutual funds, or exchange-traded funds (ETFs), a brokerage account lets you keep everything in one spot and gives you the flexibility to buy, sell, and work to grow your money over time.
Advisory solutions
Work with a financial professional to define your goals, build a strategy, and receive ongoing guidance and monitoring on your investment accounts. You’ll get access to a wide range of investment programs and a portfolio tailored to your needs.
Retirement planning
Our financial professionals work with you to build a holistic strategy that supports your goals and helps you feel confident about the future. Eighty-six percent of people who are financially healthy have a retirement plan — showing just how powerful planning can be.2
Cash management
Cash protection and securities-based lending capabilities with your brokerage and advisory accounts provide liquidity when needed.
Education accounts
Work with our financial professionals to help make sure your children and grandchildren are set up for a bright future. We offer competitive solutions to help you save for primary school and college.
High-net-worth solutions
We provide services to support individuals with high net worths. From intergenerational wealth planning to succession planning and charitable giving, our planning is designed to help you effectively manage your wealth and preserve your legacy.
Get financial advice tailored to you
Sometimes we need professional advice to help ensure we’re making smart decisions with our money. Through our investment advisory services, you’ll get access to experienced advisors who can create a custom plan that matches your financial goals to your unique situation.
The great wealth transfer is underway, and most Americans are unprepared.
Download our report to learn about wealth trends and the financial confidence/readiness of Americans today.
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Easy access
Not only will it allow you to see all your investments in one place, but our client portal is also available for you to access your finances whenever you need them.
One simple statement
Rather than trying to juggle multiple statements or investment reports, our brokerage accounts send a statement that provides a consolidated view of most of your investments.
It has features similar to a bank account
Enjoy the convenience of check writing, debit cards, and the ability to automatically pay bills such as your life insurance premiums.
You’ll get ongoing advice and monitoring
The key difference between an advisory account and a brokerage account is that with an advisory account, advice and ongoing maintenance and monitoring are provided. Both accounts allow you to easily manage all your investments in one place.
You'll have access to a robust menu of offerings
Park Avenue Securities LLC, Guardian’s retail broker-dealer and registered investment advisor, offers its own investment advisory programs as well as those of select outside institutional asset managers. With these programs, your financial professional provides ongoing advisory services for an annual fee.
You'll receive a customized strategy
Based on your investment objectives, time frame, risk tolerance, and stage in life, your financial professional will make recommendations to build a portfolio that can help you achieve your goals.
Need more advice?
Find resources to help you learn and compare
Money Moves, Guardian’s 14th Annual Workplace Benefits Study, 2025
Mind, Body, and Wallet® 2025, Guardian’s 14th Annual Workplace Benefits Study, 2025
All investments contain risk and may lose value. Diversification does not guarantee profit or protect against market loss. Past performance is not a guarantee of future results.
Investors should consider the investment objectives, risks, charges, and expenses of mutual funds carefully before investing. This and other information are contained in the fund’s prospectus, which may be obtained from your investment professional. Please read it before you invest or send money. Investments in mutual funds are subject to risk, including possible loss of the principal amount invested.
Securities products and advisory services are offered through Park Avenue Securities LLC (PAS), a registered broker-dealer and investment adviser. www.parkavenuesecurities.com
PAS is a wholly owned subsidiary of Guardian and a member FINRA, SIPC.