Greg Gardner is the President of The Gardner Group. He is a Certified Financial Planner licensee with over twenty years of experience helping clients manage their financial affairs. Greg specializes in comprehensive wealth management, estate and long-term care planning, and asset management. As a linebacker at SMU, Greg learned the importance of a game plan — of being able to integrate multiple co
mponents, play through obstacles and adhere to a carefully developed strategy. Now, as a President of The Gardner Group, he applies those lessons to the process of creating customized financial solutions for high net-worth individuals and their families. Greg is an active member of the Financial Planning Association (FPA), the National Planned Giving Committee, and the North Texas Estate Planning Council. He is a graduate of Southern Methodist University, where he is the Past President of The Mustang Club, and serves on the board of directors of the SMU Lettermen’s Association. He is also past Chairman of Planned Giving for SMU Athletics, and served on the university's Planned Giving Board to encourage charitable giving for the entire campus. Greg incorporates this mindset into his work with clients, showing them the power of charitable remainder trusts, gifting of appreciated assets, and other tax-favored strategies that can benefit not just their families, but the causes that are dear to them. He is also active in several other professional organizations. Greg lives in Lakewood with his wife Carey, daughter Landrey, and son Bo. The Gardner Group works best with families with $1,000,000-$10,000,000 net worth and over $500,000 of investable assets. Because this area is so complicated, we have assembled a team of experts to deliver customized financial game plans to these families. Our goal is to protect capital, and create a stream of income they cannot outlive. However, we will not take on a relationship that we do not believe we can add value to.
