Greg Garvan, AIF®
Holistic financial management to bring alignment between investments, charitable giving and financial planning.
Services | No longer accepting new clients
Location | Based in Charleston, SC serving clients in Boston and Los Angeles
Greg received his B.A. from the University of North Carolina at Charlotte, and a M.S. in Management from Lesley College. Initially Greg was a foundation director and doing charitable/tax planning in the 1980s. In 1992, he obtained licenses to practice investment management and financial planning, In 2003, Greg became an Accredited Investment Fiduciary® (AIF®).
Brady received his B.S. from the College of Charleston in 2008. He worked on a myriad of political campaigns and at a non-profit organization before joining Natural Investments in 2011. Brady enjoys working with his father and serves on a number of non-profit boards including: Green America, The Palmetto Project and the College of Charleston Alumni Association. He is also an advisor to the Kachuwa Impact Fund and As You Know.
Greg and Brady both live in Charleston, SC serving a handful of clients in Boston, MA and Los Angeles, CA.