Lisa Garris is a Financial Advisor with Marietta Wealth Management, LLC, an independent, fee-only financial advisory firm. Ms. Garris is engaged in the development of comprehensive financial plans, tax planning strategies and the construction of investment portfolios for individual clients and families.
Ms. Garris is a CERTIFIED FINANCIAL PLANNER™ professional and an IRS Enrolled Agent. Lisa received her Bachelor of Arts in economics from Smith College. She also completed the University of Georgia’s Executive Program for Financial Planning Certification in 2020. Prior to joining Marietta Wealth, she worked for another Atlanta based fee-only advisory firm where she provided operational support and financial planning services to clients.
Lisa resides in the East Cobb area with her husband and two children. In her spare time, Lisa enjoys gardening, hiking and spending time at the beach with family and friends.
For additional information on my professional designation qualifications see my Form ADV Part 2B.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.