Welcome To
Guard Financial LLC

Guard advisory guides you in crafting a personalized financial strategy that delivers confidence and an optimal experience. Let’s safeguard your financial blindside and discover opportunities for your future.

About Guard Advisory

At Raymond James, we believe in empowering you to achieve financial freedom by building wealth through smart, strategic investments. My name is Rob Legenhausen, and as a financial advisor  with a passion for dividend-paying stocks and equity investments, I help clients create sustainable, passive income that supports their lifestyle.

Whether through stocks, real estate, or other high-quality investments, I’m here to guide you in crafting a personalized financial strategy that delivers confidence and guides you towards your goals. Let’s protect your financial blindside and discover opportunities for your future.

At Guard Advisory, I tailor financial strategies to help you achieve your goals. I focus on building wealth through portfolio construction built by the highest quality investments. Whether you’re looking to grow your portfolio or secure retirement income, my advice is designed to help preserve and contribute to growth of your assets, with a clear, straightforward approach.

The Dividend Lifestyle is about independence. If deemed appropriate and in our client’s best interest investing in high-quality, dividend-paying stocks that not only pay a dividend today but also have a history of increasing dividends to shareholders over time, you can build a portfolio that generates consistent, passive income. This approach allows your investments to work for you, giving you more control and financial freedom.

Our services
We offer a wide variety of services all geared to help you with your financial goals.

Get a plan in place!  First, we design personalized financial plans to align with your unique goals and timeline. Whether you’re focused on retirement, growing your portfolio, or generating predictable retirement income, I’ll provide a clear strategy to help you achieve long-term success.

01 .

Estate Planning

At Guard Advisory, we help you secure your legacy with comprehensive estate planning services.

02 .

Retirement Planning

Retirement is one of life’s most significant milestones, and Guard Advisory is here to help you prepare for it.

03 .

Taxes Planning

Guard Advisory specializes in tax-efficient strategies to help you maximize your wealth and minimize your liabilities.

Why choose us

Achieve Financial Freedom with High-Quality Dividend Stock Investing

As a fiduciary financial advisor, I help you build sustainable, passive income through a smartly built dividend-paying stocks, bonds, and alternative investment portfolio. First, we analyze your risk tolerance, goals, and timeline. 

 

Then we build a custom portfolio tailored to you and monitor and adjust the portfolio on-going. We then meet with you on a quarterly basis and update you on your progress and make any necessary adjustments. Start your journey to financial independence today.

Newsletter

Sign up today to join our mailing list and receive the latest updates, financial tips, strategies, and more.

Focus on You

Everything starts with you. I take the time to understand your unique financial goals, dreams, and concerns because no two clients are the same. Whether you’re focused on building wealth, planning for retirement, or creating a sustainable retirement income, my priority is ensuring that your financial plan is designed around your life.

I believe in a partnership approach, where I provide the guidance and tools to help you succeed, but the goals we set are 100% yours. It’s about putting your interests first and building a plan that works for your future.

Meet our team

Experienced Advisors Committed to Your Success

Rob Legenhausen

Financial Advisor/ RJFS / Guard Advisory

Carter Webb, MBA

Financial Advisor/ RJFS / Guard Advisory

Katrina Hopkins, M.Ed.

Branch Professional/ RJFS / Guard Advisory

Integrity and commitment

Built on a Foundation of Integrity and Dedication

With over 20 years in the financial industry, I’ve seen it all—Recessions, Pandemics, Wars, Republicans, Democrats, Booms, Busts and everything in between. My career began with a passion for understanding the markets and providing folks Confidence and Clarity of their financial futures.

Over time, I’ve learned to love and focus on dividend-paying stocks, bonds, and alternative investments. As a former collegiate athlete, I bring a team-focused, strategic mindset to the table, always aiming to protect and help grow my clients’ wealth.

Every decision is driven by experience and the goal of delivering financial confidence and independence to those I work with.

From our blog

News & Articles