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Gardner Wallace Financial Solutions

EST. AUM
$464,000,000

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4

CLIENT ACCOUNTS

Firm Details

Metro area Dallas
CRD Number
Website gardnerwallace.com
Client types

Overview

Gardner Wallace Financial Solutions is a registered investment advisory firm based in Addison, Texas, providing holistic and proactive financial planning and wealth management services to individuals, families, and business owners. The firm operates through Osaic, a leading independent wealth management platform, and is led by Frances Gardner, Andrew Gardner, and Patrick Wallace. Its client-first approach encompasses retirement planning, business succession, estate planning, employee benefits, and comprehensive financial strategy.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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