Prospective Clients

At Gartenhaus Financial, we believe that planning is a process, not a product to be sold. Our clients think of our firm as a "family practice". Our team works with you and your family — or with your family in mind — to coordinate the financial solutions that will impact the family as a whole.

For nearly 25 years, Gartenhaus Financial has emphasized
Cura Personalis.
Our clients are more than an account; we see them as an entire person.

We sit down with you and learn about your goals, fears, feelings, personality, family, and resources — all of the things that make you who you are. After this discovery process, we are able to develop a plan that is tailored to your objectives.

We pride ourselves on having a multi-talented, knowledgeable and experienced group of professionals who are available to assist our clients in every way possible. Whether it is investment management, tax and estate planning, insurance, retirement planning, budgeting, education funding or charitable giving, we stand ready to provide guidance and coordinate with your other trusted professionals for all of the elements of your comprehensive financial and personal plan.

In keeping with our mission statement cura personalis, our initial meeting with prospective clients is more often than not about getting to know you as an individual. What are your interests, hobbies, likes and dislikes? If you are retired, what fills your time, makes you unique and the total individual that you are? You may be surprised that our first conversation is often less about finances and more about you. It also presents an excellent opportunity for you to get to know us.

Of course, it is also important for us to learn about your finances, your goals, risk tolerance, challenges and successes. Only then are we able to offer customized solutions tailored exactly to what it is you need.

To help the needs of federal employees, we have formed a new company, TSP Advisory Group, which is exclusively geared toward the needs of federal government employees. The primary focus of this practice is to help federal employees cut through the red tape of federal employee benefits, making decisions easier, especially prior to retirement. Try us and we'll show you how simple it can be.