Home
About Us
Our Investment Overview
5 Step Total Financial Plan
Forbes/Money Article
Fortune/Time Article

The Latte Habit

How little things can add up over time.

Advisory services offered through Guardian Capital, LLC,
an SEC Investment Advisory Firm.

Investment return and principal value will fluctuate so that upon redemption an investor's shares may be worth more or less than original value. An investor should carefully consider the objectives, risks, charges, and expenses.

Clients may engage our firm on a fee basis, an hourly basis or a product commission basis. Please review the ADV Part 2A. For more information and a copy of the prospectus and/or ADV Part 2A, please contact Guardian Capital, LLC. Please read carefully prior to investing.

Guardian Capital, LLC and Greg Miller and Associates are affiliated companies.

Guardian Capital, LLC and The Elder Law Offices of Shields and Boris are not affiliated.

Certified Public Accountants (CPAs) are of counsel to the firm.

Form ADV Part 2A, Client Relationship Summary

Jump to top of page