Garland and Greenwood Wealth Advisors LLC
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About
Garland and Greenwood Wealth Advisors serves individual and high-net-worth clients, providing portfolio management and broader financial planning services for households. The firm delivers account-level investment advice and ongoing wealth-management support typical of team advisory practices.
The firm conducts client education through seminars and workshops, an offering the brochure highlights and that is uncommon among peer teams; the ADV also notes advisors may receive reimbursements related to educational meetings or training events. Advisors are licensed to recommend insurance products, and the brochure discloses that those activities can produce commission-based compensation separate from advisory services.
Several of the firm’s advisers maintain outside business relationships, including registrations with a broker-dealer and affiliation with another wealth management entity, and the firm discloses these additional activities and potential economic benefits. The firm applies a formal compliance review process for advice prior to implementation and discloses routine, modest non-product-tied benefits such as occasional event tickets or small gifts.
Client services
Fee options
Receives commissions from insurance sales through LPL Financial.
Main office
7915 Hwy 300
Roland AR 72135
Advisors at this office
3
Most active in
Arkansas
Also doing business as
Arkansas Wealth Management · Criswell Wealth Management · Garland & Greenwood Wealth Advisors LLC · Garland And Greenwood Wealth Advisors LLC · Simpson Wealth Partners
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Braden B
Series 65
Roland, AR
Garland and Greenwood Wealth Advisors LLC
Braden Burnett is a financial advisor at Garland and Greenwood Wealth Advisors LLC with a Series 65 credential and one year of industry experience. His prior work includes roles at Lighthouse Financial and positions in education at the University of Arkansas and Arkansas Tech University. Garland and Greenwood Wealth Advisors LLC provides portfolio management and financial planning to individual clients, including high-net-worth households. The firm manages approximately $53 million in client assets and offers personalized portfolio management with formal supervisory review, along with client-facing educational seminars and workshops.
Richard S
Series 63, Series 65
Roland, AR
Garland and Greenwood Wealth Advisors LLC
Richard Simpson is a financial advisor at Garland and Greenwood Wealth Advisors LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Retirement Wealth Advisors and Portfolio Medics, LLC. He is also the owner and president of Financial Dynamics, an independent business focused on annuity and life insurance sales as well as investment advisory services. Garland and Greenwood Wealth Advisors serves individual and high-net-worth clients by providing portfolio management and comprehensive financial planning. The firm offers account-level investment advice and ongoing wealth management, and conducts client education through seminars and workshops.
William C
Series 63, Series 66
Roland, AR
Garland and Greenwood Wealth Advisors LLC
William Criswell Jr. is a financial advisor with Garland and Greenwood Wealth Advisors LLC, holding Series 63 and Series 66 credentials and possessing 25 years of industry experience. Prior to joining Garland and Greenwood in 2023, he worked at LPL Financial from 2015. Outside of his advisory role, he holds a minority interest in a local restaurant business, Vesuvio Bistro. Garland and Greenwood Wealth Advisors serves individual and high-net-worth clients, providing portfolio management and comprehensive financial planning. The firm offers client education through seminars and workshops and supports a team-based approach to wealth management.
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