Garrett Anderson is a Retirement Plan Consultant at Anderson Financial, where he partners with plan sponsors to develop strategic retirement plan designs, support fiduciary best practices, and enhance participant outcomes through financial wellness initiatives. As the fifth generation of his family in the financial services industry, Garrett brings both legacy and innovation to his role.

Garrett began his career in financial services while attending Towson University, where he worked in the family’s employee benefits consulting practice. After graduating in 2011, he earned his Series 7 and Series 66 licenses and became a Financial Advisor, working alongside his mother, Terry Anderson.

Prior to joining Anderson Financial, Garrett served as Assistant Vice President at LPL Financial, the largest independent advisor network in the U.S. As Regional Director for Retirement Partners, he led East Coast efforts to deliver Worksite Financial Solutions to retirement plan sponsors. He collaborated with top LPL advisors and worked with retirement plans of all sizes, gaining deep insight into plan design, fiduciary governance, and participant engagement strategies.

Garrett holds several industry-recognized accreditations, including:

• Certified Plan Fiduciary Advisor (CPFA) – National Association of Plan Advisors
• Professional Plan Consultant (PPC) – Financial Service Standards, a division of fi360, Inc

He has been recognized multiple times for his leadership and impact in the retirement plan industry, including:

• 2023, 2022, 2021 Aces: Top 100 Retirement Plan Advisors Under 40
• 2022 NAPA Top DC Advisor Team
• 2018 Young Guns: Top Retirement Plan Advisors Under 40

Garrett was also quoted in NAPA Net’s 2021 Summer Issue on ESG Investing, reflecting his thought leadership in sustainable investing and fiduciary trends.

Garrett is passionate about helping employers create retirement programs that not only meet compliance standards but also improve employee financial well-being and retirement readiness.

Fun Fact: Garrett studied abroad for a semester in New Zealand during college.

Garrett lives in Maryland with his wife Beth Anderson and his 3 daughters Hannah, Isla, and Emma.

Award Disclosures:

2022 NAPA Top DC Advisor Team – Established in 2017, nominees had to be individual advisor team/offices with a defined contribution book of business. To be considered, firms had to submit responses to an application form, including information about their practices, notably their defined contribution (DC) assets under advisement. Teams must have at least $100 million in AUA to be included. The list is based exclusively on self-reported AUA. The list is created and conducted by the National Association of Plan Advisors, an affiliate organization of the American Retirement Association, a non-profit association. No fee is charged to participate. The rating is not indicative of the nominee’s future performance. Approximately 452 submissions participated in the ranking. 452 were named to the final ranking.

NAPA Aces (2021, 2022, 2023) Top 100 Retirement Plan Advisors Under 40 Award winners – Nominees were asked a series of questions, both quantitative and qualitative, about their experience and practice. Those anonymous questionnaires were then reviewed by a blue-ribbon panel of judges who, over the course of several weeks, selected the advisors honored. 

NAPA 2018 Top Advisors Under 40 Award winners – Nominees were asked a series of questions, both quantitative and qualitative, about their experience and practice. Those anonymous questionnaires were then reviewed by a blue-ribbon panel of judges who, over the course of several weeks, selected the advisors honored.