We specialize in working with affluent families from across the Southwest – business owners, entrepreneurs, retirees, as well as former and current professional athletes. Our clients trust us to put their needs and their lives ahead of the our bottom line. 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. Learn more by exploring the links below.

Playbook

Each of us is passionate about the financial planning process. By gathering and reviewing financial data and designing and implementing a plan, we can help you reach your goals. It is a lifelong process, but it doesn’t have to be cumbersome. Not anymore.
See Plan

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Promise

At The Gardner Group, you are the most important person in our office, whether you visit in person or contact us by email or phone. The Gardner Group Promise clearly identifies the level of proactive service and relationship you will experience at The Gardner Group.
Read Promise

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Team

Our team approach is an effective method to help clients with a variety of needs maneuver through a complex financial-services world. Every member of our diverse team plays a vital role in implementing solutions to help each client realize their cherished life goals.
Meet Us