A complete list of active advisors currently associated with Garland and Greenwood Wealth Advisors LLC

Warmer can help you find a great advisor at Garland and Greenwood Wealth Advisors LLC or one who fits your needs even better.

Garland & Greenwood WealthAdvisors provides financial planning, investment consulting and discretionary wealth management to individuals, trusts, estates, charitable organizations and business entities. The firm’s services include portfolio management that allocates among mutual funds, ETFs and selected Independent Managers, as well as advisory work on employer-sponsored retirement plans and other held-away assets. The firm tailors portfolios to clients’ stated objectives, assessing risk tolerance, time horizon and liquidity needs and conducting ongoing reviews to keep allocations aligned with those factors. Garland & Greenwood conducts due diligence on Independent Managers, uses diversification and cash management strategies, and may recommend alternative or privately placed investments for eligible clients while retaining discretion to execute transactions for many accounts. Distinctive features noted in the brochure include operating with roughly $77 million in assets and a small advisory team, offering standalone financial planning and consulting in addition to asset management, and not imposing a minimum account balance. The brochure also highlights the firm’s engagement with Independent Managers and private collective investment vehicles and notes participation in industry educational activities (including support to attend conferences and educational meetings), a mix of services and activities that is less common among peers.

To learn more about the advisors currently working at Garland and Greenwood Wealth Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.