- Book Now!
Connect with a Financial Advisor Who Will Treat You Like Family
It’s fast, it’s simple, and there’s no obligation. Take the first step toward building a plan to help you meet your financial goals.
Let’s talk about your Goals.
With over 20 years of business experience, Mike Garcia, AAMS®, provides personalized financial solutions to help you achieve your goals—whether it’s planning for retirement, managing investments, or protecting your legacy.
Your Financial Journey
Your Wealth, Your Way
Who we help?
Whether you’re building your first investment portfolio or planning your legacy, we tailor
your financial roadmap with care, transparency, and family-first values.
Not Just Another Advisor in a Suit
Most financial advisors talk about business planning from the safe distance of someone who’s never had to make payroll during a recession or navigate supply chain nightmares. I, on the other hand, bring the hard-earned wisdom of someone who’s actually built and managed successful businesses. I’ve been the person responsible for turning struggling locations around, building effective teams, and making the tough calls that determine whether a business thrives or merely survives.
For You and Your Family
You want to build a legacy that lasts. Whether it’s securing your children’s future, growing your investments, or creating a financial foundation for generations to come, we help you design a plan that ensures your wealth is preserved and passed on with purpose.
For Your Future and Comfort
Retirement should be a time of freedom, not financial stress. Whether you’re preparing to retire or already enjoying it, we help you create a strategy to protect your savings, generate income, and give you peace of mind for the years ahead.
For Your Business and Legacy
Your business is more than just a source of income—it’s your legacy. We work with you to protect what you’ve built, plan for succession, and ensure your hard work benefits your family and future generations.
- Services
Financial Guidance Rooted in Trust & Family Values
Personalized Financial Solutions for Every Stage of Life
Your Financial Future
$ $ $
Investment Services
Grow with purpose
Retirement Planning
Peace of mind, built step by step.
Estate Planning
Protect your legacy, your way.
- Obstacles
Are These Financial Challenges Keeping You Up at Night?
Mike Garcia helps address common concerns like:
- testimonials
Hear it from Our Clients
“Mike Garcia is a knowledgeable and trustworthy financial advisor. He is more like family to me. He has helped with my financial success for over a year now. I will use his services for many years to come.”
Ken Hammer
”Mike is incredibly knowledgeable and trustworthy. I feel fortunate to have connected with him for my first experience managing my finances. He was absolutely the right choice for anyone looking to become more financially savvy”
Lauren Leigh
”Mike is fantastic! He is extremely knowledgeable and very informed. His commitment to give his clients up to date information and solutions is invaluable. We have been working with Mike for about 6 months and he is always available and ready to help. He explains information that is easy to understand and guides us in through our decision process. I highly recommend Mike for financial advice and support”
Lisa Gardner
"We have always been super hesitant to go see a financial advisor and trust them with our investments, Mike gives me the secure feeling that he will make sure we are always taken care of. Mike doesn’t treat you like just a number, he cares about you, your family and you a person as well."
Tina Wollerman
"The greatest advisor I’ve ever worked with. I was new to town and Mike took me under his wing and treated me like family. Couldn’t ask for a better financial planner!"
GWW Tech
"We have been working with Michael for years. With his vast knowledge, he is helping my family and I plan for a great future. I highly recommend Michael Garcia and trust him with our financial decisions."
Maxim Savchuk
"Mike is a stand up guy! I have sent many of my clients over to him and he takes excellent care of them! He is on time, he is thorough and most important he is honest! He always answers the phone, and has such a positive mindset and attitude. I highly recommend him."
Jared Winsey
"Mike is an asset to myself and family for knowledge and advice! Very easy to talk with and an outstanding person."
Joshua Redlawsk
"10/10 recommend Mike Garcia. He takes his time with his clients going over what is best for their future."
Carrlina Mitchell
- Partners
Working Alongside The Best In America
We collaborate with industry-leading partners to deliver the best solutions for our clients.
Let’s Talk About Your Goals
Schedule your free, no-obligation call with a fiduciary who puts your future first.
- blog