The spirit of our operation is driven by a simple mission: Connecting you to a confident financial future. For everyone, that means something different — our business is designed to be agile enough to help you get there, no matter what your goals are.

For more than a decade, our Founders Charles (Chuck) and Tami Lucius worked tirelessly to build a financial services organization inspired by family and guided by doing the right thing for our customers and theirs. Because the needs of both financial services professionals and their customers are ever-evolving, that means we needed to build a business capable of growing with them.

Within the Gradient Financial Group family of companies, there are many options for how you might choose to grow your business, but one thing stays the same — our investment in systems designed to provide confidence in the future you’re building for yourself.