Garner Financial Management

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Garner Financial Management believes that trust is the foundation of a successful investment management relationship. We work hard to make your goals a reality and take pride in building long-term relationships with our clients.

Our fee-only structure is specifically designed to mitigate conflicts of interest. As an independent advisor, we utilize no proprietary investment products and are free to select from all available investments. This investment process allows us to identify the most appropriate investment strategy and to focus on helping you attain your long-term financial goals.

The fiduciary role we assume in every client relationship is paramount. We understand the duty that we serve and hold ourselves to the highest personal and professional standards.

Garner Financial Management provides investment management services in the California East Bay region, specifically Lafayette, Orinda, Moraga and Walnut Creek, as well as throughout the country. Disclaimer

Garner Financial Management provides investment management services in the California East Bay region, specifically Lafayette, Orinda, Moraga and Walnut Creek, as well as throughout the country.

Disclaimer

Copyright © 2020 Garner Financial Management. All rights reserved.