# Garda Financial Group

Garda Financial Group is a Bank / Wealth / Trust based in Ann Arbor, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Ann Arbor, United States
- **Region:** North America
- **Address:** Ann Arbor, MI, United States
- **Founded:** 2024
- **Assets under management:** Undisclosed
- **Website:** gardafinancialgroup.com

## Regulatory record

- **Reports private funds:** No

## About

Garda Financial Group was established in 2024 in Ann Arbor, Michigan. The firm operates as a registered investment advisor, a structure that carries a fiduciary duty to clients. Its founding coincided with sustained demographic and capital inflows into the Great Lakes region, creating a localized demand for independent wealth counsel outside the wirehouse channel. The firm serves individuals, high-net-worth families, and trusts. The firm's investment posture spans financial planning, retirement planning, and discretionary investment management. It advises on asset allocation, portfolio construction, and ongoing rebalancing. Client portfolios typically access public equities, fixed income, and liquid alternatives. The firm's engagement model centers on a planning-first approach, where investment policy is shaped by individual liquidity needs, tax circumstances, and intergenerational transfer goals. Its geographic focus is the Ann Arbor–Detroit corridor, a market anchored by the University of Michigan ecosystem and legacy automotive wealth, with reach across the broader Midwest. Garda Financial Group maintains its sole office in Ann Arbor. The firm is positioned to serve as a consolidated financial quarterback for its clients, coordinating with estate attorneys, tax professionals, and third-party custodians. As of mid-2025, the firm continues to build its advisory team and client base from its Washtenaw County headquarters. The firm's structural differentiator is its timing and location. Launching an independent RIA in 2024 places Garda in a wave of advisor breakaways but also in a specific regional economy where liquidity events in mobility-tech, life sciences, and university spinouts are generating new households of wealth that often outgrow the capabilities of local bank trust departments.

## Sectors

- Wealth Management
- Financial Services

## Questions

### What services does Garda Financial Group provide?

Garda offers financial planning, retirement planning, investment management, and wealth management. The firm structures its client engagements around a planning-first framework, meaning asset allocation and portfolio decisions follow a comprehensive assessment of the client's liquidity needs, tax position, and estate objectives.

### Is Garda Financial Group a fiduciary?

As a registered investment advisor, Garda Financial Group is bound by a fiduciary duty to its clients. This means the firm must place client interests ahead of its own. This is a structural distinction from broker-dealer models, where a suitability standard applies.

### Who is Garda Financial Group's typical client?

The firm advises individuals, high-net-worth individuals, and trusts. Its Ann Arbor location positions it to serve university-affiliated professionals, founders emerging from the regional innovation ecosystem, and multi-generational families with established ties to the Michigan economy.

## Related profiles

- [Garanti Securities](https://altss.com/profile/garanti-securities)
- [Garde Capital](https://altss.com/profile/garde-capital)

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Last updated: 2026-06-03T20:00:00.000Z

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