Our Story

Started in a Garage,
Driven by a Vision

When Tami and Chuck Lucius founded Gradient Financial Group in 2005, they had a small
but passionate staff, a rented garage, and a conviction that financial
professionals deserved a better way to do business.

When Tami and Chuck Lucius founded Gradient in 2005, they had a small but passionate staff, a rented garage, and a cement gorilla nobody could explain.

Our HIstory

Built different from day one

Gradient Financial Group was built by entrepreneurs who forged new paths that competitors would follow,
fueled by long hours, sharp focus, and a willingness to challenge convention.
More than twenty years later, that same spirit still runs the company.

Gradient was built by entrepreneurs who forged new paths that competitors would follow, fueled by long hours, sharp focus, and a willingness to challenge convention. More than twenty years later, that same spirit still runs the company.

our mission

Connecting you to a confident
financial future

Connecting you to a confident financial future

The drive that built Gradient Financial Group still runs it today, focused on one thing: helping financial professionals build a stronger, more independent business.

The drive that built Gradient still runs it today, focused on one thing: helping financial professionals build a stronger, more independent business.

Our Values

Values you can build on

The values that built this company still guide every decision today. For the advisors we serve,
that means a partner who stays consistent, follows through, and keeps your business at the center.
Not a poster on a wall. The way we work with you.

The values that built this company still guide every decision today. For the advisors we serve, that means a partner who stays consistent, follows through, and keeps your business at the center. Not a poster on a wall. The way we work with you.