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Robert G
ChFC®, Series 63, Series 65
Greenville, SC
IP Financial Advisory Services LLC
Robert Gardner Jr. is a ChFC® with 34 years of industry experience, currently serving as a financial advisor at IP Financial Advisory Services LLC. His prior experience includes roles at Gradient Advisors, Innovation Partners LLC, and WSG Advisors, where he has also maintained ownership and advisory responsibilities at WSG Partners, LLC. IP Financial Advisory Services primarily serves individual retail clients, focusing on portfolio management, financial planning, and retirement-plan consulting. The firm emphasizes customized portfolio construction and monitoring for non-high-net-worth individuals and offers access to third-party investment advisors alongside a range of insurance and risk management services.
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