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Sheryl Garrett, a financial planning pioneer, sells her planning network, after tragedy and soul-searching; members buying her out will preserve her legacy and open firm to managers

Members are broadening the business model, with her blessing; Garrett will attend annual conferences and focus on raising fruits and vegetables on her Arkansas farm

Author Lisa Shidler June 21, 2024 at 3:46 AM
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Sheryl Garrett: I got called an idiot.
Brooke Southall and Keith Girard contributed to the editing of this article.

Women of Wealth Management


People Moves

George Papadopoulos

George Papadopoulos

June 21, 2024 — 8:27 AM
Huge thanks to Sheryl for leading the way and placing the people first. Instead of selling out to private equity as so many others would have done in her situation. Over the years I have referred numerous prospects to GPN members and it looks like I will continue to do so. Because they would be well taken care of. Sending love and best wishes for what comes next and please stay involved, this profession needs people like you. Thank you. George
Knut A Rostad

Knut A Rostad

June 24, 2024 — 8:37 AM
Great story, Lisa. You covered the bases. Anything to add? The next generation of planning leaders need to see why being called an "idiot" for trying something new that benefits consumers is okay. And that banding together with other likeminded planners is critical to make progress. As important in the 2020s as it was in the 1990s.
Deborah Fox

Deborah Fox

June 29, 2024 — 12:11 AM
Sheryl Garrett has been a shining star crusading for and leading her network in the fee-only, fiduciary space for financial advisors. But just as impressive is she is a wonderful human being. Sheryl, I hope you are now designing your "Personal Paradise" so your life going forward is full of good health, love, happiness, fun, and gratitude! I wish you all the best.

Mentioned in this article:

Garrett Planning Network
RIA Set-up Firm
Top Executive: Sheryl Garrett

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