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 and financial planning to individuals, trusts and estates, pension and profit-sharing plans, corporations, and charitable organizations. It also offers consulting engagements billed hourly and delivers written financial plans addressing assets, tax, insurance, estate and retirement considerations. The firm uses a diversified, model-driven approach that combines asset-allocation frameworks, due diligence on managers, and security analysis techniques (including fundamental analysis and charting) across a wide universe of instruments from equities and fixed income to derivatives and private placements. Accounts are monitored continuously with general account reviews conducted weekly, custodial statements provided monthly, and client meetings typically held at least annually to review objectives and changes. Distinctive aspects of the firm include its explicit service to charitable organizations and its principal’s role as a licensed insurance agent who may offer life, long‑term care and disability insurance for commission—an identified conflict the firm discloses and addresses. The Gardner Group recently recorded a material change to register with the SEC and reports approximately $125 million in assets under management across its client base.

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.