Our Firm

No two individuals or businesses are identical. In fact, very few even share the same financial goals. Because of this, each client's plan is customized based on their particular situation.

We use financial tools, technology and the expertise of the Gardner Wallace Team to assess your situation. We design strategies to help meet your Financial Goals. Our Areas of expertise include:

• Insurance & Investments*

• Retirement Planning

• Business Planning

• Estate Planning

• Charitable Giving

We also help you implement your plan drawing on a broad network of insurance, investment, and financial professionals.  Gardner Wallace Financial Solutions is proud to be a company that offers such a broad portfolio of services.