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 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.

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.