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Our Values

We have your best interests in mind.

Our Values

Fiduciary Standard of Care

Our firm’s advisors provide financial advice and make investment decisions based solely on our clients’ best interests.


    We handle our clients and our colleagues in a fair and ethical manner, gaining trust through our actions.


    Our firm continually grows to meet the needs of our sophisticated clientele.


    Pushing ourselves to provide an unparalleled level of service is the name of the game.


    Being courteous, friendly, and respectful to our team and our clients helps create lasting relationships.

Choose a financial planner you can trust.


Securities offered through LPL Financial. Member FINRA & SIPC. Investment advice offered through Global Retirement Partners (GRP), a registered investment advisor. GRP and Garnett Retirement Group are separate entities from LPL Financial. The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: DC, FL, KS, MN, NC, NV, TN, VA.

Awards Disclosures

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