About Us
A White Glove Experience Our Clients Deserve
Who Is Praetorian Guard?
Praetorian Guard is a fee-only, independent financial planning firm founded in 2008 and headquartered in Carmel, California. We provide comprehensive wealth management for individuals, families, business owners, and military personnel across the United States. We take pride in our personalized approach to building long-lasting relationships with our client families that often extend to multiple generations.
Many of our client families are capable of managing parts of their financial lives on their own. They choose to work with us because they want responsible and independent fiduciaries who always put their interests first. Our CERTIFIED FINANCIAL PLANNER™ Professionals combine expertise in portfolio management with comprehensive financial planning to provide a full-service wealth management experience.
Our role is not simply to manage investments. Our role is to collaborate with you to create a customized plan designed to achieve your goals and give you greater confidence in your financial future.
What Sets Praetorian Guard Apart
- Fee-Only, Independent Firm. Our recommendations are driven by your goals, not commissions or product sales. As an independent firm, we maintain the flexibility to focus on what is in your best interest.
- Trusted Fiduciaries. We have a legal and moral obligation to place our client families' interests ahead of our own. Every recommendation is guided by a duty of care, transparency, and stewardship.
- White Glove Experience. Financial planning should feel personal and intentional. We provide a high-touch experience designed to help you stay informed, prepared, and confident at every stage of the relationship.
- Educator Background. We believe informed clients make better decisions. Our approach emphasizes clear communication and practical education so you can understand the reasoning behind important financial choices.
- Long-Term Relationships. The firm was built for long-term client relationships, not transactional advice. That remains central to how we work. We build lasting relationships with clients and families, helping them navigate opportunities, transitions, and challenges throughout life.
Why Work With Us
Praetorian Guard advisors serve client families from a shared philosophy grounded in universal principles: discipline, consistency, simplicity, and stewardship. Markets, tax laws, economic conditions, and family circumstances will change, so a financial plan should rely on durable principles rather than predictions.
Our process is built around understanding your situation before recommending solutions. We take time to learn what matters most to you, identify areas that deserve attention, and develop a strategy that aligns your financial resources with your long-term objectives.
Discipline helps our client families make decisions from a defined long-term plan rather than reacting to short-term events, while consistency supports a thoughtful process across the lifecycle of the plan. Simplicity helps make sophisticated planning understandable and actionable, and Praetorian Guard is committed to the stewardship required to help you enact the plan with care and diligence.
Our Services
Financial planning is ultimately a relationship business. Behind every recommendation is a team committed to understanding your goals and helping you make informed decisions with confidence.
Our advisors combine technical expertise with a personal approach, creating a client experience centered on trust, communication, and long-term partnership. We invite you to learn more about the professionals who serve our clients and the values that guide our work.
Have questions? Our FAQ page covers the topics clients ask about most.
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