Gartenhaus Financial - Our Team & Our Credentials

When it comes to your assets and investments, the company that represents you and your financial interests is only as good as the professionals behind it.

For almost 20 years, Howard Gartenhaus and his devoted team of financial professionals have worked with both individuals and businesses to help achieve financial results. We listen to your needs and design a plan to help achieve your goals. We then work with you—advising, planning, and managing your money based on our experience, knowledge, and expertise.

When making a decision about working with a financial planner and advisor, consider the credentials and staying power of the professionals you select:

Have they been around long enough to have seen decades of cycles in the market?
Have they been directly involved in the market and with investments for those cycles?
Are they successful as a financial planning and advisory firm on their own?

Gartenhaus Financial’s team credentials include Certified Financial Planner (CFP) and Certified Fund Specialist (CFS). Howard Gartenhaus is a member of the Financial Planning Association (FPA) of the Greater Washington, D.C. area.

Howard S. Gartenhaus - Certified Fund Specialist (CFS), President and Wealth Manager

Howard Gartenhaus is the founder and president of Gartenhaus Financial Corporation. He started his investment advisory career on Wall Street in 1974 and established Gartenhaus Financial Corporation in 1990. Unlike large, high-profile firms that treat you, your assets, and investments like a number on a sheet of paper, the professionals at Gartenhaus Financial believe in taking a personal approach with their clients. Howard and his team stay intimately involved in financial decisions that affect you and your assets and investments.

Howard Gartenhaus is widely sought after by journalists—quoted in electronic and print media concerning a multitude of financial topics. He has appeared in The Washington Post, Financial News Network, Better Homes & Gardens Family Money Magazine, the Personal Finance newsletter, and Mutual Funds magazine added Howard to their "Top 100 Mutual Fund Experts" list. On July 2005, Howard Gartenhaus was admitted to the Paladin Registry, the nationally recognized premier rating service for financial advisors and planners, receiving their top five-star rating. Gartenhaus Financial keeps investors and clients informed through a bi-monthly newsletter that can be accessed in our News You Can Use section. Gartenhaus Financial also offers free educational seminars on multiple financial subjects. Contact us to learn more.

Devon Mooers – Vice President/Wealth Manager

Devon Mooers joined the firm in 2001 assisting in marketing and administrative duties. With a strong desire to follow in her father's footsteps and join the family business, Devon began pursuing a career as a Financial Planner. In 2004, she acquired her FINRA series 7 General Securities Representative license, Life, and Health Insurance Licenses. Since then, Devon has been assisting her father in managing some of his accounts, while establishing and maintaining her own. In 2005, Devon graduated from the University of Maryland's Robert H. Smith School of Business and obtained her FINRA series 66 Uniform Combined State Law license.

Devon is diligent in working with clients, and offers evening and Saturday hours for those clients that find it difficult to meet during the day. Although Devon is relatively new to the business, she has the benefit of her father's expertise and experience. They work closely together, and Howard currently manages all of the advice that Devon gives to her clients. Devon is learning quickly and is looking for clients that will grow along with her.

Other Advisors

The professionals at Gartenhaus Financial have access to a host of other advisors that aid our clients in succeeding with their financial planning goals. It is our belief that having a network of highly qualified professionals is key to fully serving our clients' needs.

While it is helpful to have one primary advisor, the professionals at Gartenhaus possesses relationships with other experts. Much like a primary care physician, we play an important role in suggesting appropriate times to engage the expertise of more specialized professionals. Your planning team may include an estate planning attorney, a tax accountant, an insurance professional, a mortgage company, and/or a pension administrator, just to name a few.

Additionally, the professionals at Gartenhaus offer a wide spectrum of money management alternatives. Working with our clients, we formulate a mix designed to meet specific goals, risk tolerances and expense sensitivities. Thanks to the professional relationships we have built with some of the industry's top institutional specialists, we can maintain the personalized service we pride ourselves on while utilizing the resources of a much larger firm.

Through our strategic alliances, our clients have access to over 50 institutional money managers who purchase individual securities on behalf of our clients. Approached on your own, many of these managers would typically require $5 million or more to establish an individually managed account. Through the advisors at Gartenhaus Financial, you have access to these managers for an investment of as little as $50,000. Clients also have the option to customize portfolios by instructing the manager to avoid certain companies or industry groups.

As of 1/1/2010, the advisors at Gartenhaus Financial Corporation advise approximately 350 clients and have approximately $110 million in assets under management.