Financial Gravity Employee Directory

Financial ServicesTexas, United States11-50 Employees

Financial Gravity is a financial services parent company that aims to integrate a network of best-of-breed financial services firms, including brokerage, wealth management, estate planning, family office services, risk management, tax planning for businesses and individuals, business consulting, and financial advisor services. Its structure is designed to create symbiotic advantages among the affiliated entities, aligning diverse financial offerings under a coordinated framework. The company operates from Lakeway, Texas, and was founded in 2005, positioning itself as a consolidator within the broader financial services industry.

Targeting professional and affluent clients seeking comprehensive financial planning and advisory services, Financial Gravity focuses on delivering coordinated solutions across multiple disciplines. The organization has pursued a strategy of expanding its family office governance and related services, with recent leadership appointments indicating ongoing emphasis on expanding its family office capabilities. The business and services are structured to support advisors and clients through integrated financial planning, risk management, and estate and tax planning within a multi-provider ecosystem.

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