CGN Advisors

Our Story

CGN Advisors was founded in 2011 with a bold vision: to provide a best-in-class turnkey RIA platform that empowers Fee-Only financial advisors to deliver exceptional client service. Our story began when Sheryl Garrett, founder of the Garrett Planning Network, teamed up with Justin Nichols to launch Garrett Investment Advisors. In 2011, the firm was officially registered with the SEC as a Fee-Only investment advisor.

Core Values

At CGN Advisors, we believe that our team is the foundation of our success. Our core values are built around our commitment to excellence, integrity, and collaboration. We prioritize transparency, objectivity, and professionalism in all our interactions, ensuring that our advisors can focus on what matters most - financial planning for their clients.

Home Office Team

Located in Manhattan, Kansas, our home office team supports our Partner Advisor offices across the United States. Our talented team members are dedicated to providing exceptional service, ensuring that our advisors can focus on what they do best - financial planning.

Home Office Location

512 Poyntz Ave., Ste. 120 Manhattan, KS 66502

Home Office Main: 785-340-3434

Partner Advisor Main: 910-FEE-ONLY

Email: Justin@CGNAdvisors.com

Meet Our Home Office Team

We're proud to introduce our Home Office team, led by our Managing Principals, Chad Chase and Mike Greim. With their combined expertise in law, finance, and investments, they have built a team that is dedicated to supporting our Partner Advisors and delivering exceptional service to our clients.

Meet Chad Chase, JD, CTFA, Managing Principal - Senior Advisor

As a practicing attorney, Chad has a deep understanding of the complexities of estate planning, business, and corporate law. With his extensive experience in financial planning, Chad has a unique ability to tutor advisors on client business development and client relationship management.

Meet Mike Greim, CIMA, Managing Principal - Investments

Mike has an impressive background in investments, having served as Chief Investment Officer for prominent financial institutions. He oversees investment research and portfolio management functions, ensuring that our advisors have access to the latest market insights and best practices.