5910 N. Central Expwy., Ste. 1090
Dallas, TX 75206


Our Team

We specialize in working with affluent families from across the Southwest – business owners, entrepreneurs, successful individuals, retirees, and former and current professional athletes. Our clients seek not only first-class wealth management, but a strong relationship with someone they can trust to put their needs and their lives ahead of the financial advisor’s bottom line.

When you become a client, you can rest assured that we will:

  • Put your best interests first
  • Listen to your wants, needs, dreams, and concerns
  • Create a financial strategy to meet your needs and provide financial peace of mind

At The Gardner Group, we are dedicated to providing the best possible experience. As a fee-based investment advisory firm, we are free from any third-party sales agendas. Our first and only consideration is each client’s best interest. And just like any other successful team, every member of our team plays an important role in creating and implementing effective solutions to help each client realize their most cherished life goals.


Greg is President of The Gardner Group. He is a Certified Financial Planner licensee with over twenty years of experience helping clients manage their financial affairs. Greg specializes in comprehensive wealth management, estate and...

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Joy is Director of Client Services for The Gardner Group. Her role plays a crucial part in maintaining, growing, and improving the client experience by ensuring a personalized and unique experience for every client.

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