Garabedian Wealth Management Group

Garabedian Wealth Management Group is a small, supported independent advisory firm that serves individuals (including high‑net‑worth clients), trusts, pension plans and business clients. It provides comprehensive portfolio management via an LPL Financial platform, financial planning and consulting, pension consulting and a range of specialist planning services such as corporate/tax planning and cost segregation studies.

The firm manages client assets on a discretionary basis using quantitative modeling and periodic reviews, offering a set of model portfolios (Genesis, ETF and a Custom model for larger accounts) and periodic rebalancing. Portfolios are constructed primarily with individual equities and the firm may implement derivatives and options strategies, including covered and uncovered positions, within separately managed accounts.

Compared with many peers, the firm is a wrap fee program sponsor and receives a portion of those wrap fees, which is relatively uncommon for a firm of this size. It also combines advisory activities with broker‑dealer and insurance registrations through LPL Financial—commissionable sales can constitute a significant portion of revenue—and its explicit use of derivatives in managed accounts plus a broad consulting practice (including ERISA pension fiduciary work) make its offerings more complex than typical supported firms.