Kevin Garrett, CFS, AWMA
Integrated Financial Group

Tel: 770-353-6311
200 Ashford Center North
Suite 400
Atlanta, GA 30338

Private Wealth Management For Select Individuals

Integrated Financial Group | Financial Advisor in Atlanta ,GA

About Integrated Financial Group

As a national media recognized LPL Financial Advisor and Partner in one of the largest financial planning consortiums in Atlanta, Kevin and his team focus his extensive planning strategies around pursuing his clients' goals and dreams for themselves and their families before and during retirement. He specializes in assisting people who find themselves in a life event that is financially impacting their lives such as divorce, death of a spouse, pending retirement, inheritance, stock option grants and employment contracts. We work often with women who are dealing with challenges in their lives, as well as the unique needs of sports and entertainment professionals.

Specialties: Retirement Planning, Investments, Estate Planning, Business Development, Executive Compensation, Risk Management.

General Information

Firm Start Year:   2003
No.of Employees:   50-99
Gender:   Male
Name of Broker/Dealer:   LPL Financial
Name of Custodial Firm:   LPL Financial
States Licensed in:   AL, CA, FL, GA, IN, MD, MI, NY, NC, SC, TN, WI
Number of Years with Current Firm:   8+
I work with the following types of clients:   Individual Investors, Businesses
Advisory Services Provided:   Financial Advice & Consulting


Investment Types:   Mutual Funds, Alternative Investments, Exchange Traded Funds (ETFs), Stocks, Bonds, Options & Futures
I can meet clients in the following ways:   At your office, Via Email, Via Phone, At your home, At my office

Qualifications & Memberships

Financial Organization Memberships:   Financial Planning Association (FPA)
Non-Financial Organization Memberships:   ■ Committee Chairman, North Fulton County March of Dimes (2008-2009) ■ Advisory Board Member, St. Jude's Golf for the Kids Invitational ■ Member, Barnwell Elementary School Board ■ Former Member, Technology Association of Georgia?s CEO High-Tech Council ■ Former Member, American-Israeli Chamber of Commerce, Telecommunications Committee


Registered Investment Advisor:   Yes
Registered Representative:   Yes
Investment Advisor Representative:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record

Compensation and Fees

Fee Structure:   Fee-Based
Minimum Portfolio Size for New Managed Accounts:   100,000

Board Positions

Organization:  St. Jude's Golf for the Kids  Atlanta, GA
Position :  Advisory Board Member
Duration :  2011-2013

Organization:  North Fulton County March of Dimes  Atlanta, GA
Position :  Committee Chairman
Duration :  2008-2009


Bachelors Degree in Business - Marketing  UNiversity of Alabama - Tuscaloosa, AL

Financial Planning Certification (CFP®) - Executive Program for Financial Planning  University of Georgia - Atlanta, GA

Certified Fund Specialist (CFS) - Mutual Funds, ETFs and Bonds  Institute of Business & Finance - San Diego, CA

Accredited Wealth Management Advisor - Financial Planning  College of Financial Planning - Denver, CO


  • Do you have a customer satisfaction or refund policy? We have a very high rate of client retention and haven't felt the need to implement such a policy at this time.
  • Why should I choose you as my financial advisor? I received my BA degree from the University of Alabama where I majored in marketing. He completed The Executive Program for Financial Planning Certification (CFP) at the University of Georgia. Additionally, I've earned the AWMA and CFS designations. I hold the Series 7, 31, 63, and 65 federal and state licenses. I am currently working towards my Masters in Financial Planning.
  • What are your qualifications? What is your education background? I believe in first developing a financial plan for each client, taking into account their near and long-term goals and based on "stress-testing" the investment and spending assumptions in a variety of investment environments, I will determine the best investment strategy for the client.
  • How do you charge for your services? Financial Planning Services, Investments, Risk Management, Estate Planning, Debt Management, Cash Flow and Tax
  • How are you compensated? How will I pay for your services? I am happy to discuss this individually with any prospect.
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Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA / SIPC

Kevin Garrett

Kevin Garrett


After 20 years in numerous leadership positions in both public and private companies, I decided to use my experience and desire to positively impact people's lives in a more personal way. It started with the birth of my first child, which drove home the importance of planning for the future. That key life event, along with watching one of my family members struggling due to poor financial decisions, made me realize how important financial planning is and how it can affect people's lives both positively and negatively. I saw a real need to provide unbiased client-first advice in a world full of self-serving sales people offering products and services that were not always in the client's best interest.

I specialize in assisting executives and business owners, with an emphasis on the unique needs and challenges that women and professional athletes face in today's world. Prior to joining Integrated Financial Group, I was a Partner, COO and Head of the Financial Planning Department at another Atlanta-based firm. I also worked at Morgan Stanley Wealth Management Services as a Financial Advisor.

On the personal front, I've been blessed to have the ability to visit the world. Seeing how other societies live provides me important perspective around the concept of not just living to work but rather to use work and the income it creates to live the life that we want. I am not working with my clients, I spend time as a partner, mentor and father.

My Services

Financial Advice & Consulting

Less than 2% of US advisors offer their clients what we provide...I am an independent, licensed, fee-based advisor who acts as a fiduciary for my clients. We provide comprehensive advice and believe using a diversified investment strategy with low cost, tax- efficient investments.

My Team

Lesley  Hatfield Lesley Hatfield Partner / Dir. of Bus Dev

Lesley Hatfield is a Partner in the firm as well as its Director of Business Development. Her responsibilities include working with the firms strategic partners, clients and prospects. Her role is to educate others about the value of long-term financial planning and the importance of a solid, diversified investment strategy. Additionally, she works with our existing clients to ensure that each clients experience is the best it can be. Lesley is a shining example of the Entrepreneurial ...more

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 6:00 PM

Communities Served

Alpharetta Atlanta
Cumming Duluth
Kennesaw Lawrenceville
Lilburn Marietta
Roswell Scottdale
Snellville Stone Mountain
Woodstock MD

Awards & Recognitions

Five Star Advisor in Forbes Magazine

*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.

One of the Advisors You Should Get To Know

*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.

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