Securing Your Today and Tomorrow
Our Guidance Process
YOU
We love to learn about you in order to effectively strategize for you.
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GOALS
Establishing your goals and objectives is critical in determining the best approach for you.
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ANALYZE
Before we know where to go, we need to know where you’ve been. We analyze your existing resources and investments.
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EDUCATE
Clients should not work in a vacuum. BWA educates and recommends prudent investments and/or changes based on what we’ve learned about you and your direction. We also go over all aspects of your financials beyond just investments.
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INVEST
It’s time to invest based on the holistic approach we’ve started.
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MONITOR
Once your investments selection process is completed and portfolio allocation is set, our Chief Investment Strategist and Certified Portfolio Manager begin the continuous monitoring process to ensure suitability within the investment climate, your risk tolerance and financial life goals.
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Featured In
Blackhawk Wealth Advisors employs a collaborative, multi-generational model by using tax efficient and risk mitigation strategies to maintain your current lifestyle while meeting your long term needs and goals.
What Differentiates Us
Our Advisors are ALWAYS Fiduciaries. We look out for YOUR interests.
No proprietary products so we are INDEPENDENT and have NO conflicts of interest.
We have a Research Division to Develop an Investment Strategy and Portfolio Just for YOU.
With 40 years of Experience, we focus on identifying prudent investments based on our client’s objectives.
Our Portfolio Management is led by a Certified Portfolio Manager.
Our founder, John Gardner, CFP®, CPM®, is one of the nation's approximately 400 Certified Portfolio Managers (CPM) and has managed billions of dollars in equity portfolios over his professional career since 1984.
We have a HOLISTIC approach to your ENTIRE financial portfolio.
We do not just invest, we ADVISE based on looking at EACH aspect of your financial life.
Our Fees are SIMPLE and Transparent.
No commissions or hidden fees on your investments.
Blackhawk Wealth Advisor's Designations
CFP® (Certified Financial Planner)
A CFP® has in-depth knowledge of the financial planning process, tax planning, employee benefits and retirement planning, estate planning, investment management, and insurance strategies.
CPM® (Certified Portfolio Manager)
The CPM® Program advances your information in three essential areas: Valuation Analysis, Portfolio Construction and Risk Management.
Certified Portfolio Managers have earned a deeper understanding of fundamental security analysis, asset allocation, and portfolio management concepts pertaining to managing discretionary portfolios.
AIF® (Accredited Investment Fiduciary)
The AIF® Designation signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care. The designation is the culmination of a rigorous training program, which includes a comprehensive, closed-book final examination under the supervision of a proctor, and agreement to abide by the Center’s Code of Ethics and Conduct Standards.
Your Partner
John Gardner, CFP®, CPM®, AIF®
John Gardner is the founder and principal of Blackhawk Wealth Advisors (BWA). In his 40 years as an investment advisor, John has gained valuable investment insight, experience, and knowledge through working with leading Wall Street wealth management companies before starting BWA. Early on, John discovered that Wall Street was generally about the promotion of proprietary investment products that firms promoted and stockbrokers sold at a high cost. This practice was not always in the client’s best interest, but often profitable to the firm. John knew there had to be a better way.
With conviction to complete his mission, John established Blackhawk Wealth Advisors as an independent, unbiased investment advisory firm. BWA integrates three separate but inter-connected companies to make sure prudent financial advice and investments are provided to his clients. John accomplished the creation of his vision for a wide-ranging, “big picture” focused and multi-generational wealth advisory firm. Thus, BWA was born to serve high net worth individuals and families. We offer them comprehensive wealth advice and research driven, rules based investment management.
Equity Research and Portfolio Evaluation (ERPE)
Equity Research and Portfolio Evaluation is a research arm of Blackhawk Wealth Adviors. Also, ERPE evaluates existing investment portfolios to ensure proper suitability and evaluates them for risk exposure and expenses. ERPE adheres to a rules-based methodology. This proprietary approach has guided John’s succesful portfolio management for over 40 years.
Blackhawk Asset Management (BAM)
Consistently successful portfolio management is largely dependent on diligent research. Blackhawk Asset Management relies on ERPE for security analysis and portfolio evaluation. BAM utilizes global investment market and economic views from ERPE to manage its four core equity portfolios and for diversified asset class allocation.
Blackhawk Wealth Advisors (BWA)
Throughout his career as a Certified Financial Planner, John formed a vision of a complete investment management and wealth advisory structure. This resulted in a wide-ranging, “big picture” focused and multi-generational capital advisory firm. Thus, BWA was born to serve high net worth families with wealth advice and research based investment management.
John greets you to Blackhawk Wealth Advisors and its subsidiaries. He encourages you to plan a session to discuss the BWA approach.
Education
BS Finance, California State University, Hayward.
CFP®, University San Francisco.
CPM®, Columbia University.
AIF®
Personal
John is married with 3 kids and 2 grandchildren. He is a weightlifter, golfer, scuba diver, and likes all sports. With a service before self approach, John leads a men’s small assembly at his church and is a Danville/Sycamore Rotarian. Also he is a 40-year investment professional.
Valuable Resources
