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Our Mission

At Garrett Michael Financial, we have made a commitment to excellence in everything we do, requiring the highest standards of honesty and ethical behavior. Our goal is to exceed our clients' expectations at all times.

Independent, Objective Advice

As an independent investment advisor, we represent our clients’ interests before our own. While some financial institutions recommend investment products that are manufactured by the parent of subsidiary business entities, we have no such ties. Our role as fiduciary and independent structure is vital to delivering objective, customized recommendations.

Experience & Expertise

Through the years, we have helped many clients achieve goals that matter to them most—retiring comfortably, having a plan for their children's education, or obtaining financial stability. Our holistic and structured approach while incorporating your specific financial ambitions will result in a customized solution for you. This includes financial planning, wealth management, retirement plan consulting, and Social Security guidance.