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 provides financial planning and investment management primarily to individual clients and to employer retirement plans, delivering comprehensive and project-based planning as well as ongoing portfolio management. The firm reports $15.68 million in discretionary assets across 159 client relationships with three advisors, indicating a modestly sized client base relative to larger firms in the category. The firm generally implements a passive investment approach using low‑cost index mutual funds and ETFs and may delegate portfolio management to sub‑advisors and platforms such as Betterment for Advisors while managing accounts on a discretionary basis. Financial planning services cover a broad range of topics — retirement planning, employee benefits optimization, tax strategies, estate considerations — and also include less common offerings such as travel planning and student loan analysis, available on fixed‑fee, project, or hourly engagements. Compared with many peers, GFS’s client mix tilts toward non‑high‑net‑worth individuals: although its ADV lists high‑net‑worth clients as a category, the firm’s AUM and client counts imply it does not focus on HNW households. The firm’s advisory team has notable roots in education and small‑business activity (several principals with long public‑school careers and outside business activities), and it operates as a fee‑only adviser that leverages digital sub‑advisors and retirement plan consulting for employers.

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.