GARABEDIAN WEALTH MANAGEMENT GROUP

Overview

Garabedian Wealth Management Group operates as an independent registered advisory boutique focused on individuals and families. The firm combines financial planning and portfolio management for individuals and small businesses with insurance brokerage services, and it lists pension consulting among its advisory activities. Fee arrangements are flexible: the firm charges a percentage of assets under management and can also bill hourly or use fixed-fee engagements, which suggests they accommodate both ongoing investment relationships and project-based planning work. Investment activity is equity‑centric. Roughly nine out of ten dollars under management are held in exchange‑traded equities, indicating a core emphasis on liquid equity exposures—likely delivered through ETF sleeves and separate managed accounts. The firm is not identified as an active ESG investor and operates as a single‑state adviser according to its filing details.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices