GFM was founded with one very important and underlying mission - to improve and enrich the quality of life for you and your family. You have worked hard to get where you are today, but there is a long way to go and a future to plan. Regardless of where you are in life, we can help. Our goal is to inspire you to make confident and informed decisions for your financial future.
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.
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.
Services
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.
Garner Financial Management's mission is simple: we develop investment portfolio strategies tailored to meet your long-term goals. We focus on what we do best; solving your investment management needs so that you have the time to focus on the activities you enjoy. A financial plan is the fiscal equivalent of a thorough medical examination.
Garner Financial Management, Inc. is a fee-only firm that believes in holding to a Fiduciary Standard in working with clients. As members of NAPFA, we are proud to follow their Fiduciary Oath and Code of Ethics as we work with our clients every day to develop and maintain a trusted relationship. The advisor shall exercise his/her best efforts to act in good faith and in the best interests of the client.
Download the GFM Portal mobile app to your phone or tablet. This app allows clients to view portfolio balances, performance, holdings and account activity on their mobile device. 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.
Link Disclosure: The information being provided is strictly as a courtesy. We make no representation as to the completeness or accuracy of information provided by any third-party website. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website.
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