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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