A complete list of active advisors currently associated with Garritt Financial Solutions LLC
Warmer can help you find a great advisor at Garritt Financial Solutions LLC or one who fits your needs even better.
Garritt Financial Solutions LLC provides financial planning and discretionary investment management to individual clients and employer plan sponsors, offering both comprehensive and project-based planning. The firm’s services include retirement planning, investment analysis, employee benefits optimization, college savings and student loan analysis, and a travel-planning service that combines budgeting with points/miles strategies. GFS primarily implements a passive, asset-allocation approach using low-cost funds and may engage third-party sub‑advisors and the Betterment for Advisors platform to execute and rebalance portfolios; accounts are reviewed at least annually and monitored for changes in client circumstances. The firm operates as a fee-only adviser, accepts client-imposed restrictions on discretionary authority when reasonable, and maintains a written code of ethics and fiduciary disclosure. Unlike many peer supported firms, GFS reports no high-net-worth clients and instead focuses on typical households and small employer retirement plans, a client mix that is uncommon for firms in this category. The firm is small in scale—two advisors, roughly $15.7 million in discretionary AUM and about 159 clients—and its team’s background in public education, plus the inclusion of niche offerings like travel planning and student loan services, distinguishes its service profile.
To learn more about the advisors currently working at Garritt Financial Solutions 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.
Name |
Location |
Years of experience |
|---|---|---|
Baltimore, MD
| 6
| |
Baltimore, MD
| 3
|
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