Benjamin Garrison

Financial Advisor
Two Belvedere Place
Suite 100
Mill Valley CA 94941
(415) 289.8838
Learn more about an advisor's background on
My mission is simple: to empower individuals, families, and business owners to make confident financial decisions that align with their goals and values. I believe wealth management is more than numbers, it’s about creating clarity, building trust, and delivering personalized strategies that help you live the life you envision. Through thoughtful planning and proactive guidance, we strive to be your trusted partner every step of the way.
Profile

Benjamin believes that wealth management is more than just the numbers, it's about understanding what matters most to you and building a strategy that reflects your life, values, and aspirations.

Benjamin brings a personalized approach to every client relationship. Since joining Merrill in 2021, Benjamin has helped individuals, families, and business owners navigate complex financial decisions with clarity and confidence. His philosophy is simple, listen first, plan second, and adapt always.

Whether you're planning for retirement, growing your business, or creating a legacy, Benjamin tailors strategies that evolve with life's changes, market conditions and your unique goals.

Benjamin received his B.S. degree in Finance from Oregon State University.  While at Oregon State, he served  as Team Captain his senior year and was a 4-year Varsity letterman as the Varsity coxswain on the Men’s Rowing Team. That experience instilled discipline, leadership, and a passion for guiding others towards success - qualities he brings to every client relationship.

Outside the office, Benjamin enjoys spending time with his family, fishing, skiing, and playing disc golf. He remains active in his alumni rowing community, competing annually at the Head of the Charles Regatta.

Ready to Start your Journey?
Let's build a plan that works for today and the tomorrow.

Recognition
Forbes "Best-in-State Wealth Management Teams", 2023-2025
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Click here to learn more about advisor recognitions
About Me
Wealth Management That Works for You

At Garrison • Swartz, we combine cutting-edge technology with personalized care to deliver a wealth management experience that puts your goals first. Our approach is both high-tech and high-touch—leveraging advanced tools for precision while maintaining the human connection that helps ensure your financial strategy is tailored to your life. From building strategies for today and tomorrow to providing service that works for you, we're committed to guiding you with expertise, transparency, and unwavering attention to detail.

About Merrill

Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

Sign Up for Perspectives Monthly E-Newsletter
Get the latest investment insights, tips and strategies to help you live your best financial life
Sign Up
Benjamin Garrison is registered to do business in AL, AZ, CA, CO, CT, DC, FL, GA, ID, IL, IN, MA, MD, NC, NE, NJ, NM, NV, NY, OH, OR, PA, TN, TX, UT, VA, VT, WA, WI.