guardian advisors llc

Guardian Advisors, LLC.

Municipal Financial Advisor

Welcome to the Guardian Advisors, LLC website! Enjoy your visit, and feel free to explore the site to learn more about our company, services, latest news, and policies.

Who We Are

Guardian Advisors, LLC organized under the laws of Tennessee, is a nationally recognized municipal finance consultant which specializes in providing advisory services to local governments, businesses and industries. The company is listed in the Bond Buyers "Red Book" under the "Financial Advisors" section.

About Us

Guardian Advisors, LLC can work with Issuers' attorneys in preparing ordinances and resolutions, can participate actively with local officials in all matters relating to it finances and economic development. Its experience in creating bond issues in its fiscal capacity contributes significantly to its expertise in preparing budgets, developing financial forecasts and assisting with economic development issues.

President and Chief Manager
Stephen L. Bates

A lifelong resident of Hohenwald, Tennessee, Mr. Bates has been in public finance for over 15 years. He specializes in providing financial advisory services to municipal entities, industry, and businesses. In his spare time he enjoys spending time with his family, raising charolais cattle, fishing, and being outdoors. 

Mr. Bates is affiliated with:

Our Services

At Guardian Advisors, LLC we have designed our services with the needs of our clients in mind.

When you're looking for an experienced, knowledgeable agency to help you solve your financial challenges, we can help with services in these areas:

Public Finance

Guardian Advisors, LLC provides fiscal services to clients' year end and year out, helping to solve many financial and governmental problems not related to the sale of bonds. Its objective is to serve as a repository of knowledge about the finances of the client, advising on budgets, economic development, adequacy and fairness of user fees and taxes, examining alternative means of financing and the consequences of debt.

Guardian Advisors, LLC manages the sale of municipal bonds and other debt obligations. Guardian Advisors engages bond counsel; has resolutions drafted; represents the Issuer with rating agencies & bond insurers; engages accountants, printers and publishers as required; assesses the feasibility and cost-effectiveness of refunding opportunities; represents the Issuer before other third parties and manages the final closing process.

Guardian Advisors, LLC provides the following services:

  • Creates bond/note issues for public works projects;
  • Advises on the management of local government funds;
  • Assists in the preparation of budgets and financial forecasts;
  • Prepares tax rate studies;
  • Provides continuing disclosure services
  • Assists in helping industries expand and relocate.

Policies

Guardian Advisors, LLC offers to our clientele;

  • Independent financial advisory services at a reasonable fee, professional services basis.
  • Professional services are supported by qualifications, capability and references.

Guardian Advisors, LLC does not:

  • Broker, deal in, or underwrite securities.
  • Is not owned, or affiliated with any underwriter or broker.
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