A complete list of active advisors currently associated with Garner Financial Management

Warmer can help you find a great advisor at Garner Financial Management or one who fits your needs even better.

Garner Financial Management is a small, fee-only registered investment adviser that provides personalized portfolio management, retirement rollover guidance, and both project-based (flat-fee) and hourly consulting to individuals and business entities, including high‑net‑worth clients. The firm manages accounts on both a discretionary and non‑discretionary basis and delivers quarterly performance reports alongside custodial account statements. The firm blends fundamental and technical analysis when selecting mutual funds and individual securities and employs both long‑term and short‑term trading strategies tailored to client objectives. It typically documents objectives in an investment policy statement, conducts periodic account reviews, and may operate under a limited power of attorney to execute agreed‑upon trades. Distinctive features include single‑advisor ownership and a stated new‑account minimum of $500,000, while maintaining a relatively small client roster and offering flat‑fee and hourly alternatives in addition to asset‑based management. Garner discloses an economic incentive when recommending rollovers to IRAs, operates as fee‑only without third‑party compensation, and does not accept authority to vote client securities — clients retain proxy‑voting responsibility.

To learn more about the advisors currently working at Garner Financial Management, 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.