A complete list of active advisors currently associated with The Garrett Group

Warmer can help you find a great advisor at The Garrett Group or one who fits your needs even better.

The Garrett Group provides investment advisory and financial planning services to individuals, small businesses, trusts, estates and retirement plans. The firm’s brochure lists portfolio management, a multi‑family office/“Our Family CFO” wealth management offering, comprehensive or limited financial plans, and hourly consulting. The firm conducts ongoing account reviews and client reporting and describes its investment analysis methods as including fundamental and cyclical analysis. Most client relationships are non‑discretionary and the firm uses fee arrangements typical for independent advisers, including percentage‑of‑assets fees as well as flat and hourly fees for planning and consulting. The firm is atypical among solo independent advisers in operating with accounting‑branded operations and disclosing that its principal(s) may also be licensed to offer insurance products, relationships the brochure notes are disclosed to clients to address potential conflicts. The Garrett Group also maintains a very small, boutique client base (12 accounts with about $2.5 million in non‑discretionary assets reported as of December 31, 2022), does not custody client assets, and offers a family‑office style service that may be uncommon for a firm of its size.

To learn more about the advisors currently working at The Garrett 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.