Wardian Wealth Management is an independent firm offering fee-only retirement income planning, financial planning, and investment management services. We feel this positions us to pursue all options and seek out the very best solutions to meet our client's needs. We have knowledge and experience in both the investment and insurance worlds to help our clients meet their investment and retirement goals. We successfully provide professional financial planning advice and superior service to our clients.
Pat J. Wardian, CEO/President, is a Series 65 Advisory service licensed Investment Advisor Representative. This carries a fiduciary designation which means he must act in the client's best interest and put their needs before his own.
Pat is also a fee-only advisor vs the commission-based "brokerage type" advisor, and operates under full disclosure and complete transparency guidelines.
We take a proactive approach to helping you develop a strategy to accumulate and preserve wealth, using the most efficient methods available. We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office in Coeur d'Alene at (208) 664-8980. We would enjoy speaking with you.