A complete list of active advisors currently associated with Garrison Phillips, LLC

Warmer can help you find a great advisor at Garrison Phillips, LLC or one who fits your needs even better.

Garrison Phillips, LLC provides investment advisory, investment management, financial planning and retirement plan advisory services to individuals, high‑net‑worth clients, institutions, corporations, trusts, estates and qualified plan accounts. The firm reports discretionary management of approximately $7.0 million in client assets and an additional $27.5 million in assets under advisement while operating as a solo independent adviser. The firm applies a global macro-economic framework with sector rotation to set strategic benchmarks and tactical allocations, typically using ETFs for equity exposure and individual fixed‑income securities (often held to maturity) for bond exposure; hedging is used selectively. Garrison Phillips also engages outside managers where appropriate, conducts due diligence on sub‑advisors, and maintains proprietary accounts to develop and test investment methodologies before wider client application. What is distinctive about the firm relative to many small independent advisers is its explicit pension and retirement‑plan consulting practice and work for institutional plan sponsors, including evaluation of plan investments, fiduciary guidance and vendor analysis, which the brochure notes is an offered service line. The firm also discloses insurance‑related activities—life, health and annuity guidance and sales—and combines investment management with insurance brokerage and consulting services, an arrangement that is uncommon among peers.

To learn more about the advisors currently working at Garrison Phillips, 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.