For clients interested in finding an advisor
Collaborate with one of our Fee-Only, fiduciary financial planners to align your finances with your goals.
Founded in 2011 by Sheryl Garrett and Justin Nichols, Garrett Investment Advisors, LLC, is a Fee-Only financial planning and investment advisory firm, registered with the Securities and Exchange Commission (SEC).
We provide Fee-Only financial planning services, including advice in the broad areas of income & expenses, insurance & estate planning, saving & investing, retirement and giving & enjoying life. Here are a few of our focus areas:
General Planning | Retirement Planning | Education Planning | Tax Planning |
Tax Preparation | Special Needs Planning | Divorce Planning | Faith-Based Planning |
Financial Coaching | Budgeting | Debt Paydown | Military Servicemembers/Veterans |
Federal Employees | LGBT+ | Working with Women | Widows/Widowers |
Young Professionals | Young Families | Baby Boomers | Business Owners |
Passive/Index Investing | Core-Satellite Investing | ESG/SRI Investing | Portfolio Management |
We do not impose a minimum fee for financial planning, which makes our services accessible to almost everyone. With offices around the country, you can work with one of our financial planners in-person or virtually via web meeting.
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