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-only 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 Gardner, CFP®
Founder
 
 As a linebacker on the SMU football team, Greg Gardner learned the importance of a game plan — of being able to integrate multiple components, play through obstacles and adhere to a carefully developed strategy. Now, as a Registered Investment Advisor and wealth manager for a select clientele, he applies those lessons to the process of creating customized financial solutions for high net-worth individuals and their families.
 
A CERTIFIED FINANCIAL PLANNER™ professional, Greg knows that a sound financial plan involves more than just a consideration of the client’s assets. It also requires in-depth knowledge of the individual’s needs, desires, hopes and dreams.  Just as he does in his own life, Greg explores those areas with clients, helping them clarify their life vision and incorporate it with financial solutions that will enable them to achieve their goals.
 
In addition to serving his clients, Greg puts his financial knowledge to work for his alma mater. He is the Chairman of Planned Giving for SMU Athletics, and he also serves on the university's Planned Giving Board to encourage charitable giving for the entire campus. Greg incorporates this mindset into his work with clients, showing them the power of charitable remainder trusts, gifting of appreciated assets, and other tax-favored strategies that can benefit not just their families but the causes that are dear to them.
 
Based in Dallas, with an office not far from the SMU football stadium, Greg is still very much an athlete. He lifts weights several times a week, competes in the occasional marathon or triathlon, and coaches the local YMCA football teams. His volunteer work also includes the Night OWLS, the SMU Mustang Club and the YMCA.
 
You can reach Greg at greg.gardner@gardnergrp.com
 
 

 Kyle Griffin 

Kyle joined the Gardner Group in the summer of 2008 as a financial analyst. While interning with the Gardner Group in 2007, Kyle learned the importance of a sound financial plan as well as how to incorporate client’s needs and desires with financial solutions that will enable them to achieve their goals. Kyle will take this knowledge to his new position, where he will help manage client’s investments and provide a connection between financial planning, clients, and the advisers.
 
Kyle graduated from Southern Methodist University in Dallas, Texas with a Bachelor of Science in Economics with Financial Applications. During his tenure at SMU, Kyle earned 100 percent of his tuition through athletic and academic scholarships. While playing for the Mustangs, Kyle became a leader to his teammates on and off the field. During his junior year, Kyle was named to the Leadership Council for the 2006 season. Kyle finished his career as a 3 year letter winner at defensive end for the Mustangs but more importantly, Kyle learned how a strong personality with dedication to the cause would create a leadership style coveted by all. These characteristics coincided directly in line with the winning strategy of The Gardner Group. His commitment to perfection and his accountability provide a successful working environment, insuring clients feel his eagerness and energy towards their financial goals. 
 
Kyle resides in Dallas, Texas where he enjoys spending time with friends and family and is still very much an athlete, as he exercises daily and participates in boxing and kickboxing classes regularly. In his free time, Kyle loves to cook, read, watch movies, play golf, enjoy the outdoors, and travel when time allows.
 
 
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