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Lisa Beth Garris

Marietta Wealth Management, LLC

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About Lisa Beth Garris

Lisa Beth Garris is a financial advisor registered with the state of Georgia. Lisa is affiliated with Marietta Wealth Management, LLC, and has been with the firm since September 2019. Lisa Beth Garris has also been employed by Redwood Wealth Management, LLC, and Temple Beth Tikvah, Early Childhood Education Center. Lisa Beth Garris has a designation of Certified Financial Planner. Lisa Beth Garris provides financial planning, pension consulting, and selection of other advisers. Lisa Beth Garris's firm, Marietta Wealth Management, LLC, is located in Marietta, Georgia. The firm offers financial planning, pension consulting, and selection of other advisers to individuals, high-net-worth individuals, corporations or other businesses, insurance companies, charitable organizations, and pension and profit-sharing plans.

Firm Information

Lisa Garris is currently registered with Marietta Wealth Management, LLC. Marietta Wealth Management, LLC is an investment advisory firm based in Marietta, GA. They provide financial planning, portfolio management for individuals, selection of other advisers, and pension consulting. Their firm manages over $1.14 billion in assets and has 1,298 accounts. They primarily serve high-net-worth individuals, individuals other than high-net-worth, pension and profit-sharing plans, corporations or other businesses, insurance companies, and charitable organizations.
Marietta Wealth Management, LLC

472 N. SESSIONS STREET

MARIETTA, GA 30060

$1.15B

Assets Under Management

4

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Lisa Garris’s Registration & Firm History

GA

05/26/2021 - Present

Marietta Wealth Management, LLC (MARIETTA GA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Lisa Beth Garris.
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