Financial Guard

Uncompromised Advice
Pleasant Grove, Utah, United States United States
  • Overview
  • Team
Company description


Financial Guard is a web-based advisor providing interactive technology to intelligently analyze and manage investments for online users.  We develop smart technology to simplify and interpret your financial world to what matters most.  By foregoing commissions and other hidden revenue arrangements, we are free to focus solely on the best interests of customers.  Our compensation model is 100% subscription based.  Subscribers save thousands of dollars in fees and expenses charged by commission based advisors.  Our rules based analytics facilitate portfolio management and oversight normally relegated to the wealthy. Our independence enables Financial Guard to provide uncompromised advice.

Business model
Our revenue is derived from end user monthly subscription levels ranging from $4.99 to $19.99 per month.  90 Day moneyback guarantee.  Analytical segments of our online service are free, then higher end services transition to subscriptive.
Competitive advantage
Unlike many online advisors, we are the first to extend analysis and recommendations all the way to execution of investment strategies.  The actual buying and selling of mutual funds and ETFs can be facilitated through our online portals to Etrade, Schwab, TD Ameritrade, Fidelity, and Scottrade.  This is a highly unique proposition.  With the click of a button a recommended portfolio could be filled at one or more of the 5 major discount brokerage companies.  We have no backroom revenue arrangements with any of the major discount brokers.  Through economies of scale, we are able to leverage down trading costs from these discount brokers.