Helping you Grow, Protect, and Steward your wealth.

Our team is an intentionally built, multigenerational wealth management practice providing end-to-end management of our clients’ financial lives.

Our clients hire us to do three things: Grow their wealth, Protect what they’ve built, and help them Steward it according to their values. We developed and refined our GPS Wealth Process to do exactly that. Whatever your starting point or destination, our process provides a clear, adaptive roadmap toward financial independence and a lasting legacy.

We do our best work through long-term partnerships with highly successful professionals and families that often span generations. That’s why lasting relationships are the cornerstone of our practice.

If you’re looking to simplify your financial life with a professional team by your side every step of the way, we welcome the opportunity to get to know you and your family.

Proud to work with a national award-winning teammate

At The Garlock Wealth Planning Group, we are very proud that financial advisor, John "Buzz" Garlock, has been recognized as one Barron’s Top 1,200 Financial Advisors in 2022, 2023, 2024 and 2025 and Barron’s Top 1,500 Financial Advisors in 2026. This prestigious award is given to less than one percent of all advisors in the industry. It’s an honor to have a teammate nationally recognized as one of the best in the industry—because it means we are serving our clients well. Congratulations, Buzz!

Let's take the next step together