Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
William B. Garrett, CFP®
(615) 221-9807
The IRA Expert & Advisor to the Affluent
William B. Garrett, CFP®, president of Garrett Wealth Management, LLC (formerly Garrett Financial, LLC), has aimed to provide sound financial advice and service to his clients since 1987. A CERTIFIED FINANCIAL PLANNER™ professional since 1994, Bill assists retirees, executives, and business owners with their holistic financial planning needs.
With a commitment to ongoing training and education, Bill completed his bachelor's degree from Washburn University and earned his CERTIFIED FINANCIAL PLANNER™ designation in 1994 from the College for Financial Planning. He is a past CFP® Board of Standards Ambassador, lecturer, and columnist on financial planning as well as a long-standing member of the Financial Planner Association. Additionally, Bill is a member the Ed Slott Elite IRA Advisor Groupsm, an organization of financial advisors dedicated to the ongoing study and mastery of advanced IRA financial planning strategies. He is also a member of Clarity 2 Prosperity, an exclusive financial training organization providing comprehensive and proven processes from a mastermind of top advisors nationwide.
Bill has conducted many public and private seminars on financial planning, asset allocation strategies and investing. He has written financial columns for Nashville Business Journal and Active Times, and been published in various trade journals.
Active in his community, Bill is a member of the Church of Christ, the Chamber of Commerce, and the local Financial Planners Association of Middle Tennessee. He has done mission work to aid impoverished families and children in Honduras and provides college scholarships to youth in Middle Tennessee in conjunction with an outreach program of the YMCA where he has served on the Board of Directors.
"Nothing has ever approached the satisfaction I get from having made lasting friendships with clients and hearing their appreciation for the help I've given. What a great way to make a living!"
- Willam B. Garrett, CFP®
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.