Since 2004, located in Carrollton, Georgia, we have been offering financial planning strategies and investment management services to a group of high net-worth individuals, families and small business owners.
As a fee-based financial firm, our advisors take into account your entire financial circumstances, making holistic wealth planning and investment management services even more important on our mission to do what’s best for you.
We offer a process-driven, fee-only approach to money management.
Our investment strategy is designed to MEASURE, MANAGE and POTENTIALLY MITIGATE RISK. Most importantly, it adopts to economic and market changes, which strives to keep your portfolio from being stuck in one spot while the world moves on and leaves you behind.
Since 2004, our firm has been locally owned and partnered with LPL Financial.
By offering securities through LPL (member FINRA/SIPC), we’re independent wealth consultants, objective about financial products. In other words, we’re free to make recommendations based on what we believe will do the best to achieve your individual financial objectives. We don’t make our recommendations based on what a parent company thinks “everyone” should have in their portfolios.
Mon – Thurs: 8:30 AM – 4:30 PM
Fri: 8:30 AM – 4 PM
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.
The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Garrett & Robinson or LPL.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
For information concerning the licensing status or disciplinary history of a BD, IA, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.
“Your Financial House” and the “Your Financial House” symbols are trademarks of fiSMART, LLC ©2005. All Rights Reserved. A financial planning tool provided especially for the licensees of fiSMART (fiplanpartners.com).