Broker Check

At our firm, we have the client—and only the client—in mind.

At Gardner Wallace Financial Solutions, we are a team of advisors that treat every relationship with the care it deserves. We offer holistic and proactive financial services and work with you to understand, work towards, and achieve your goals. Whether you want to save enough to retire comfortably, send your children or grandchildren to college, or have more freedom without worrying about finances, we’re here for you. Honesty and integrity are at the core of everything we do and our clients often become lifelong friends thanks to the deep relationships we form. 

Our greatest value lies in listening to our clients and providing them recommendations that are right for their unique situation. Just as two clients aren’t the same, two financial strategies shouldn’t be, either. 

Not only are we advisors for our clients, but we are also counselors, coaches, teachers, sounding boards, and friends. This is possible because of our customized strategies and independent structure. 

The family atmosphere, elite professional designations, and custom strategies are what set us apart.

At our firm, we have the client—and only the client—in mind.

We are a collaborative group of advisors that provide a wide range of financial services for individuals and business owners. While each advisor has their specialties, we work together to provide the best possible experience for our clients. 

Our varied background allows us to offer a wide range of services for our clients. This comprehensive approach means that no stone is left unturned and you can rest easy knowing that your entire financial house is in order. From college planning and insurance needs to saving for retirement, we’re here for you. 

More than anything, we value the relationships we build with our clients. There are a lot of great financial planners out there, but the relationships we have with our clients can’t be found elsewhere. We care about our clients and want to help them succeed.

Contact us today to receive objective advice about your financial goals.

Awards and Recognitions


Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.