A complete list of active advisors currently associated with The Gardner Group
Warmer can help you find a great advisor at The Gardner Group or one who fits your needs even better.
The Gardner Group provides discretionary investment supervisory services, financial planning, and consulting to a mix of individuals, trusts and estates, pension and profit-sharing plans, charitable organizations, and business clients. The firm manages roughly $125 million in client assets across a limited number of accounts and delivers ongoing portfolio oversight and reporting. The firm’s approach emphasizes tailored asset allocation, ongoing due diligence on external money managers, and a combination of charting and fundamental analysis to implement client goals. Portfolios may include a wide range of instruments — from equities and fixed income to options, derivatives and structured products — and the firm conducts continuous monitoring with routine reviews and model portfolio guidance to align investments with client objectives. Notable among peers, the firm explicitly includes charitable organizations and institutional retirement plans in its client roster and discloses that its principal is a licensed insurance agent who offers life, long-term care and disability insurance and may receive commission compensation. It also integrates financial planning and consultative client education through personalized meetings and written plans, which the brochure highlights as a regular part of its service offering.
To learn more about the advisors currently working at The Gardner Group, 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 |
|---|---|---|
Dallas, TX
| 24
|
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