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Brandon W. Garrett, CFP®, CIMA®, AIF® Thumbnail

Brandon W. Garrett, CFP®, CIMA®, AIF®

President | Chief Investment Officer



Brandon is President and Chief Investment Officer of BentOak Capital where he oversees the strategic direction of the firm, manages firm-wide investment solutions, and provides comprehensive financial planning guidance to clients.

Brandon believes that financial concepts have been overcomplicated for the average investor and is committed to helping you unpack the financial clutter that is taking up space in your head. Through a collaborative team approach, he seeks to provide clarity and proactive advice with an unrivaled client experience.

Brandon is recognized as an industry leader – being quoted in both local media as well as national media such as CNBC and the Associated Press. In 2017, Brandon was named to the elite *InvestmentNews 40 Under 40 list – a nationwide list of 40 top financial advisors under the age of 40.* Brandon has also been featured in both **Texas Monthly & Forbes Magazine as a “Five Star Wealth Manager.” **  

He currently serves as the fundraising committee chairman for the Texas Tech University Personal Financial Planning Alumni Advisory Board and is the Advocacy Director for the DFW Chapter of the Financial Planning Association.  Brandon is a Director and Past President of the Weatherford Noon Lions Club and is a past board member of the Weatherford ISD Education Foundation.  Brandon is an executive board member of the   Weatherford Chamber of Commerce and was a co-founder and past Chairman of the Weatherford Young Business Leaders.

Brandon is a CERTIFIED FINANCIAL PLANNER™ practitioner and Certified Investment Management Analyst®. He also holds the Accredited Investment Fiduciary® designation.  In addition to these certifications, Brandon maintains the Series 7 & 24 securities registration licenses through LPL Financial, as well as the Series 66 with LPL Financial and Garrett Wealth Advisory Group. Brandon also holds a Texas Life and Health Insurance license.

Brandon graduated from Texas Tech University with a Bachelor of Science in Personal Financial Planning.  He completed the executive education component of the CIMA® designation through the Wharton School - University of Pennsylvania.

When not in the office, you can find Brandon wearing camo in the woods, sporting an apron behind the grill, donning a cowboy hat as he works cattle, or reading roadside Texas historical markers. Brandon enjoys living on his family farm with wife Audra, sons Jayton and Anson, and twin daughters Mattie and Maelie.

Pets

While there are many animals on his farm, he especially loves his mini Aussies “Tex” and “Boots.” 

Food

Brandon’s favorite foods are a mesquite-grilled ribeye from Perini’s or a sizzling plate of fajitas from Joe T Garcia’s

indulgence

Brandon’s weakness is Diet Dr. Pepper and Julio’s tortilla chips.  Add some Blue Bell ice cream and queso, and it’s a party!

skill

Brandon enjoys writing cowboy poetry in his spare time.

quote

“There’s a vastness here and I believe that the people who are born here breathe that vastness into their soul. They dream big dreams and think big thoughts, because there is nothing to hem them in.” ― Conrad Hilton

history

 Brandon would love to share elk camp with Theodore Roosevelt.


* InvestmentNews 40 under 40 award for 2017 is based on accomplishments to date, contribution to the industry as well as leadership and promise as defined by InvestmentNews.

** The Five Star Wealth Manager Award was received in 2016 and 2017 and is 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 no pay a fee to be considered or placed on the final list of 2016 and 2017 Five Star Wealth Managers.