Relationships are the foundation of a successful business. We possess an unwavering commitment to our financial professionals and our employees and treat each individual like family.
Through much of the last decade, Founders Charles and Tami Lucius have worked tirelessly to build a financial organization that is inspired by family and guided by responsibility, innovation, and relationships. Together, they set out to form an organization for independent financial professionals that is captivating, yet not captive, and a model operation for long-term success.
We hold the firm belief that an independent financial professional must also maintain a diverse business portfolio for long-term success. Through our wide array of products and services that include insurance, investment advisory services, asset management, tax preparation, and securities, we help our network of affiliated financial professionals make the right choice for your family.
Having spent years in executive roles at some of the largest captive financial institutions, our Founders recognize the American dream is to have your own business and be your own boss. At Gradient, we know what it takes to support the progressive, independent financial professional.