Why Choose Us
The Gardner Group manages the financial affairs of a select group of families to inspire them to make the right decisions in life. We provide comprehensive wealth management to professionals, retirees, business owners, and other affluent clients on a fee-basis. The Gardner Group utilizes a team approach in analyzing and planning your investments, cash management, estate plan, risk management, tax mitigation, and retirement. Recommendations are based solely on your specific needs, circumstances and goals.
Our Mission is to partner with you to establish and achieve your financial goals through objective planning and management of your wealth. Our purpose is to help you build, manage, and preserve your wealth. We put our clients’ interest first, act with integrity and honesty, and strive for excellence in every facet of our practice. Our success is not measured by performance statistics but rather by your success in achieving your goals. We want to create the highest level of satisfaction for our clients. Communication, education, and independence will be key differentiators.
Our Vision is to be recognized as a leader in providing comprehensive wealth management. We specialize in providing integrated, personalized solutions to help families design and implement their financial plans. The Gardner Group wants to be viewed as one of the best independent comprehensive wealth management firms in the Southwest.
Our Clients share in the realization that by coordinating and managing today’s financial decisions, they can better achieve their goals for tomorrow. They are individuals and businesses that expect excellence and have made a firm commitment to achieving success in all aspects of life. Our clients want to simplify their lives by entering into a long-term relationship that is mutually beneficial. They are highly motivated to work with a professional advisor, not a sales representative.
The Gardner Group works best with families with $1,000,000 - $10,000,000 net worth and over $500,000 of investable assets. Because this area is so complicated, The Gardner Group has assembled a team of experts to deliver customized financial game plans for our clients. We want to protect capital, grow wealth, and create a stream of income clients cannot outlive. However, we will not take on a relationship that we do not believe we can add value to.
Our Philosophy is to provide clients with the highest level of service and technical expertise in the management, growth, and preservation of their wealth. The entire staff of The Gardner Group is firmly committed to this philosophy. We believe that our clients’ success is dependent on utilizing tactical asset allocation, diversification, discipline, and most importantly, a comprehensive financial game plan.
Clients can expect weekly email Market Updates, monthly eNewsletters (The Playbook) addressing a particular financial concept, continuous updates on our website, and regular reviews of their financial plan. More importantly, our clients can expect to be treated with professionalism, confidentiality, personal service, respect, and a commitment to always do what is in their best interest. Our services are provided in a seamless, proactive manner that matches their personal beliefs and values with their financial game plan. As your wealth managers, we are dedicated to delivering advice in a manner that is both confidential and consistent with your needs.
Our Services and personal attention are the hallmark of The Gardner Group. It is the defining quality that sets us apart from our peers. The personal relationship that we develop with each of our clients starts with an initial meeting that identifies your needs, objectives, and risk tolerances. Thereafter, we develop a plan and illustrate our investment process, philosophy, and portfolio design.
In short, The Gardner Group is service oriented - not sales oriented. Our ongoing attention to the composition and performance of your financial plan, and our frequent communication with you, distinguishes The Gardner Group as a firm truly focused on your financial growth and management.
We recognize that you have countless options when it comes to managing your financial life and selecting an advisory firm. While there are many highly-qualified financial professionals, not all of them are right for you. When choosing a financial advisor, you owe it to yourself to ask a lot of questions and identify an individual or a firm that can provide the right combination of credentials, expertise and the best “fit” for you. At the Gardner Group, we are team players, committed to working intimately with you and with your other trusted advisors to ensure that you achieve your financial objectives.