Welcome to Wealth Guardian Advisors

At Wealth Guardian Advisors, we believe that each person is unique. Each of us has different goals and dreams based on our uniqueness, and each is significant, special, and treasured because they represent who we are.

Our mission at Wealth Guardian Advisors is to help people answer the hard questions of life, allowing them to gain and guard wealth for themselves and their future. We believe wealth means not only having adequate financial resources and managing risk, but also being healthy, happy, and having loving relationships. It also means having control, independence, and security. Wealth means living life on your own terms.

The Wealth Guardian Process™ helps gain clarity about how to pursue the goals you have set for yourself. This clarity helps provides you with internal confidence and direction no matter what is happening around you externally.

The Wealth Guardian Process™, our proprietary approach, was created by president and founder, Jon M. Knapp, CFP®. As a strategic financial planning program, Jon designed and packaged this intellectual capital to provide clients with direction and resources for wealth preservation and protection. Jon’s insight in developing this program represents his several decades of experience in lending, financial planning, and insurance writing.

 
 

 

Jon Knapp

Our Founder

Jon Knapp, now retired, is the founder of Wealth Guardian Advisors and the creator of the Wealth Guardian Process TM, a strategic financial planning program designed to provide clients with direction and resources for wealth preservation and protection. Through a series of meaningful conversations, financial strategy development, and careful implementation, Jon’s process provides a legacy for Ryan to build off of for the clients.

Jon brought several decades of experience in financial planning and insurance writing and presented substantial background upon which individuals and families can rely on. With an emphasis on wealth accumulation, preservation, and protection, Jon continuously strived to offer personalized care, dedication, and impeccable integrity to each client interaction.

Jon holds a Bachelor of Science in Economics from the University of Illinois and is a past president of the Bloomington Area National Investment and Insurance Professionals Association. Jon and his wife Pat are active members of the community in Eureka, IL. 

**Jon does not currently offer securities or advisory products and does not currently hold any securities or advisory affiliations.

 

Your Team

Our team approach to helping you work towards your retirement and/or financial goals is something you don’t get everywhere. You don’t just get one of us, you get an entire team of professionals all focused on your interests.

 

The Wealth Guardian Process™

Making sound financial decisions is often confusing and intimidating. At Wealth Guardian Advisors, we’ve developed a simple and effective map to financial clarity, direction, and results.

 

Contact Us

At Wealth Guardian Advisors, we believe that each person is unique. Each of us has different goals and dreams based on our uniqueness, and each is significant, special, and treasured because they represent who we are.