Who does Guardian Legacy Advisors work with?

We do our best work for pre-retirees, retirees, small business owners, working professionals, and families who want a coordinated plan for retirement income, investments, taxes, and legacy — not one-off product transactions.

How is Guardian Legacy Advisors affiliated?

Securities and advisory services are offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. That structure gives clients institutional-grade custody and reporting while keeping the relationship personal.

What is a free retirement assessment?

It's a complimentary conversation with Anthony — no pressure, no obligation. We review where you are today, where you want to be in retirement, and what a plan to close that gap would look like. If it's a fit, we go from there.

Do I have to be near Plantation, Florida to work with you?

No. We meet with clients in our Plantation office and over secure video conferencing, so you can work with us from anywhere in the United States.

Guardian Legacy Advisors

Retire with a Clear Plan for Your Income, Taxes, and Legacy.

We help people approaching or enjoying retirement coordinate their investments, retirement income, and tax strategies.

Schedule Your Free Retirement Assessment Meet Anthony

A complimentary conversation with Anthony Giambri, CEPA®. No pressure. No obligation.

Anthony Giambri, CEPA®

The firm

A retirement-first practice, built around the people we serve.

Guardian Legacy Advisors specializes in retirement planning for pre-retirees and retirees. The years right before and right after you stop working are the most consequential of a financial life — and the ones most easily undone by piecemeal advice.

We coordinate the moving parts: income, taxes, Social Security, healthcare, investments, and the legacy you want to leave. The result is a plan that's clear enough to act on and durable enough to lean on when markets get noisy.

Who we serve

We do our best work with people who take the long view.

If any of these sound like you, there's a good chance we'd be a fit.

Pre-retirees

Five, ten, fifteen years out — ready to trade guesswork for a real retirement income plan.

Small business owners

Turning years of building the business into personal wealth, exit strategy, and financial independence.

Working professionals

Executives and mid-career professionals who want disciplined investing coordinated with their taxes.

Families

Households making decisions together — retirement, education, and the legacy they'll leave behind.

What we do

A coordinated plan for retirement, investments, and legacy.

Retirement Wealth Management

Social Security timing, withdrawal sequencing, tax-aware distributions, and portfolios built to last through decades of retirement.

Wealth Building

Disciplined investing, workplace-plan optimization, and a roadmap from where you are now to the retirement you have in mind.

Estate & Legacy Strategy

Coordinated estate planning, beneficiary review, and legacy strategies so what you've built passes to the people and causes you care about.

Your advisor

Meet Anthony Giambri, CEPA

When Anthony founded Guardian Legacy Advisors, he built the practice around four fundamental cornerstones of wealth: investment management, credit and debt management, risk management, and estate planning.

About the firm

Free retirement assessment

Here's what you'll get from a free retirement assessment.

A focused, complimentary conversation with Anthony — no pressure, no obligation. You'll leave with a clearer view of where you stand and what a real retirement plan could look like for you.

Schedule Your Free Retirement Assessment

What's included

A complete look at your retirement picture

A clear retirement-readiness snapshot. An honest read on where you stand today and what needs to happen between now and the day you stop working.
Income & Social Security review. How to turn savings into reliable retirement income and when to file for Social Security to get the most from it.
Tax-aware planning ideas. Withdrawal sequencing, Roth conversions, and RMD strategies aimed at keeping more of what you've saved.
Portfolio & risk check. A second set of eyes on how your investments are allocated and whether the risk you're taking matches the goals ahead.
Estate & legacy review. Beneficiaries, titling, and the pieces that determine how what you've built passes to the people you care about.
Actionable next steps. A short list of what to do next — whether we're a fit to work together or not.

Questions we hear often

Frequently asked questions

Who does Guardian Legacy Advisors work with?: We do our best work for pre-retirees, retirees, small business owners, working professionals, and families who want a coordinated plan for retirement income, investments, taxes, and legacy — not one-off product transactions.
How is Guardian Legacy Advisors affiliated?: Securities and advisory services are offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. That structure gives clients institutional-grade custody and reporting while keeping the relationship personal.
What is a free retirement assessment?: It's a complimentary conversation with Anthony — no pressure, no obligation. We review where you are today, where you want to be in retirement, and what a plan to close that gap would look like. If it's a fit, we go from there.
Do I have to be near Plantation, Florida to work with you?: No. We meet with clients in our Plantation office and over secure video conferencing, so you can work with us from anywhere in the United States.