Garner Financial Solutions is a financial advisory practice focused on helping clients make informed financial choices and live life to the fullest. Its approach centers on simplifying complex decisions and aligning financial strategies with each client’s goals and priorities. The practice offers guidance across retirement planning, investment and portfolio management, estate planning, insurance, tax strategy, small-business needs, and lifestyle planning. Services include developing retirement strategies, considering tax implications in investment decisions, managing high-net-worth portfolios, and helping clients plan for the transfer of their legacy. The firm also provides educational resources, including articles, videos, calculators, tax resources, and financial tools.

Founder and Senior Advisor David M. Garner, CFP®, leads a team that includes Jasen Dahm, CFA, CPA, and administrative and marketing support staff. Garner Financial Solutions has offices in Tampa and Atlanta and serves individuals in California, Colorado, Florida, Georgia, Tennessee, and Virginia. Securities are offered through registered representatives of Cambridge Investment Research, Inc., and advisory services through Cambridge Investment Research Advisors, Inc.