Guardian Finance

Guardian Finance is a veteran- and CPA-owned financial services firm based in Orlando, Florida. Founded by Danilo Phillips, a Certified Public Accountant, former IRS Revenue Agent, U.S. Army veteran, and mortgage broker, the firm helps individuals, families, and business owners make informed financial decisions through trusted relationships, practical education, and professional guidance.

Its services include mortgage assistance for home purchases and refinancing, with access to rates across multiple lenders; tax planning and preparation for individuals and businesses; and accounting, business advisory, and strategic guidance to help business owners strengthen their financial foundations. Guardian also provides financial education through workshops, articles, guides, and learning resources covering topics such as homebuying, mortgage options, tax strategies, business finances, and veteran resources.

The firm emphasizes educating clients before making recommendations and prioritizes long-term wellbeing over transactions. Alongside its professional services, Guardian supports community initiatives through homebuyer education, church partnerships, veteran support, workshops, and nonprofit engagement. Prospective clients can schedule a complimentary discovery conversation to discuss their needs.