Established Municipal Finance Consultants
Guardian Advisors, LLC
Municipal Financial Advisor — Serving Local Governments Nationwide
About Guardian Advisors
Guardian Advisors, LLC is organized under the laws of Tennessee and is a nationally recognized municipal finance consultant. Guardian Advisors is listed in the Bond Buyer's "Red Book" — Municipal Marketplace under the heading of Financial Advisors.
We work in conjunction with the issuers' attorneys in the preparation of ordinances, resolutions, and other documents required for financing. Guardian Advisors also assists communities with economic development to recruit, retain, and expand business and industry in their area.
Stephen L. Bates
President
Stephen L. Bates is a lifelong resident of Hohenwald, Tennessee and has over 15 years of experience in public finance. He has worked with numerous municipalities, utility districts, and other governmental entities across the state and nation.
- Columbia State Community College Education Foundation
- Tennessee Association of Utility Districts (T.A.U.D.)
- Double Creek Retreat
Our Services
Specialized in public finance advisory for local governments
Bond & Note Issues
Advisory services for public works projects including water, sewer, electric, gas, roads, schools, and other essential infrastructure.
Fund Management
Expert advice on the investment and management of local government funds to maximize returns while maintaining security.
Budget Preparation
Comprehensive budget and financial forecast preparation tailored to the unique needs of municipal governments.
Tax Rate Studies
Detailed analysis and studies to establish fair and effective tax rates for local government revenue generation.
Continuing Disclosure
Ongoing compliance services to meet continuing disclosure obligations required under federal securities regulations.
Economic Development
Assistance with industry expansion, relocation, and economic development initiatives to strengthen local communities.
Policies & Independence
Guardian Advisors provides independent financial advisory services at reasonable fees. We act solely in the best interest of our clients — the issuers of municipal securities.
Guardian Advisors does not broker, deal in, or underwrite securities. We are not owned by or affiliated with any underwriter, broker, or dealer in securities. This ensures our advice remains objective, unbiased, and focused entirely on the needs of the communities we serve.
Useful Links
Key resources for municipal finance professionals
Contact Us
Have a Question?
We welcome the opportunity to discuss how Guardian Advisors can serve your community's financial needs.