Your Wealth, Our Priority
Navigating Your Financial Future
We specialize in guiding you through investment strategies and wealth management tailored to your needs. Discover how we can help you build a secure financial future.
Message From the Founder:
By focusing on empowerment, our goal is to build a wealth management practice that truly connects with clients. In the modern world, clients have choices.
Your Financial Partners
Meet Our Experts
At our firm, we prioritize your financial wellbeing. Our dedicated team is here to guide you through every step of your investment journey.
What Our Clients Say
Dedicated to Your Financial Success and Peace of Mind.
James Dean
Founder / Managing Partner
Jim is a Managing Partner of Guardant Wealth Advisors. With a proven track record spanning over 30 years in the financial services industry. Jim’s expertise encompasses leadership roles in sales, marketing, business strategy, and product implementation.
Spearheading synergies between Broker-Dealers, Registered Investment Advisors (RIAs), and Private Banks, he has orchestrated the integration of the diverse strengths and capabilities of each business to improve the client experience. His expertise lies in crafting unified strategies that leverage the unique advantages of all three, creating powerful, client-centric financial ecosystems. Throughout his career, he has significantly contributed to the expansion of wealth management businesses at Citi, Credit Suisse, JP Morgan, and City National Bank of Florida.
Jim’s career is marked by his ability to develop and execute strategic plans, lead and mentor teams and maintain high levels of client satisfaction. His extensive network of industry relationships and deep understanding of regulatory environments have been instrumental in his success, creating a knowledge base that creates custom business models for both advisors and institutions.
Darren Graff
Founder / Managing Partner
Darren is a Founder and Managing Partner of Guardant Wealth Advisors, where he leads the firm’s strategic vision and oversees all aspects of client advisory, investment strategy, and long-term planning initiatives.
With more than three decades of experience in the wealth management industry, Darren is committed to delivering highly personalized, fiduciary‑based guidance to individuals, families, and institutions seeking clarity, confidence, and discipline in their financial lives. Before establishing Guardant, Darren served as a Managing Director at J.P. Morgan Advisors, and Senior Advisor at Merrill Lynch & Citi Smith Barney where he worked closely with high‑net‑worth clients to design and implement sophisticated investment and financial planning strategies. His time with some of the world’s leading financial institutions honed his expertise in portfolio construction, risk management, and multigenerational wealth planning.
Known for his calm, analytical approach and his unwavering dedication to client success, Darren brings a unique blend of institutional knowledge, entrepreneurial leadership, and client‑first values to Guardant Wealth Advisors. He continues to build the firm around the principles of transparency, stewardship, and long-term partnership.