Thanks for visiting the Garrett Financial Management website! We are here to help you meet all of your retirement needs.
Garrett Financial Management is an independent, locally owned Registered Investment Advisory(RIA) Firm. As an independent firm, we are free to pick and choose the investments that are right for our clients without having to worry about being limited to a certain group of proprietary funds. We have access to ALL of the top fund families as well as stocks, options, ETF’s, and fixed income products.
As an RIA, we firmly believe in transparency of all of our actions. All fees will be discussed and in writing before the commencement of any business between clients and our firm. RIA’s are also held to a fiduciary standard that is best described by NAPFA in their Focus on Fiduciary. It can be summarized by the following statement:
fi•du•ci•ar•y – A Financial Advisor held to a Fiduciary Standard occupies a position of special trust and confidence when working with a client. As a fiduciary, the Financial Advisor is required to act with undivided loyalty to the client. This includes disclosure of how the Financial Advisor is to be compensated and any corresponding conflicts of interest.