Gradient Financial Group, LLC maintains the internal shared services – which includes accounting, legal, human resources, compliance, information technology and corporate communications – that provide consistency and compliant processes for our Gradient Financial Group family of companies.

About Us


Our family of companies is built on a model that recognizes consumers will continue to change, and financial services professionals will always need to grow and adapt to properly serve their clients.

Since our inception, we have led the way in our industry, encouraging all financial services professionals to prepare for the future and transition their practice by obtaining proper licensure and registration. We have helped hundreds transition by showing them the inherent value of providing their clients with a fiduciary level of care and conducting their business with proper disclosure, documentation and record keeping.

Space for Growth


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 technology, transparency, planning and practice management makes the transition as seamless as possible. And, you will have help every step of the way.

The Gradient Financial Group family of companies offers a diverse product platform and specialized support services for your practice today – and your growth tomorrow. Take advantage of our proprietary New Generation Planning Platform, shared services, compliant KonnexME technology platform, sales systems and practice management solutions.