Garland And Greenwood Wealth Advisors LLC

Overview

Garland And Greenwood Wealth Advisors LLC is an independent, owner-operated wealth management firm structured as an LLC that serves individual and family clients. The firm combines advisory services with brokerage and insurance capabilities, operating both as a registered representative with a broker-dealer and as an insurance broker. Its advisory work centers on financial planning, portfolio management for individuals and small businesses, selecting outside managers, and running educational seminars. Fee arrangements are flexible and include asset-based fees, hourly billing, and fixed-price engagements. The firm does not position itself as an ESG investor and identifies as a capital allocator, directing client capital to third-party managers when appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices