Serving all your financial needs

Planning Futures


We help clients manage their financial goals and plan for the unknown. See our Services tab for more information about the plans we provide.

Comprehensive Approach


We use proven investment strategies designed to manage your risk tolerance and hedge against market volatility. You can count on objective recommendations and professional guidance based on your needs and goals.

Committed to Service


We are passionate about helping both companies and individuals with diversifying portfolios, managing assets, analyzing market trends, and reducing financial risk. Our goal is to safeguard the assets you have accumulated and provide personalized financial plans.

Russell S. Garrett

Russell attended Milligan College where he earned his Bachelor of Science degree in Accountancy in 1987. He became a licensed Certified Public Accountant in December of 1990. In 2018, Russell became an Investment Advisors Representative to better assist his clientele, and joined LPL Financial, the nation’s largest independent broker/dealer*. In his free time, Russell enjoys golfing, tennis, and spending time with his family.  

 Professional Certifications

  • Investment Advisors Representative 
  • General Securities Representative, Series 7 securities license held through LPL Financial
  • Investment Advisor, Series 65 license held through LPL Financial

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: NV, TX, and ME.