Financial Planning

Mike and Anthony serve clients in Missouri and surrounding states as investment advisor representatives of Gradient Advisors, LLC, an SEC registered investment advisor. Our mission is to provide local families and businesses with innovative financial strategies and planning.

As an Investment Advisor Representative, Mike provides advice about securities to clients for a fee. Investment advisor representatives receive compensation for providing advice regarding various investment products. Investment advisor representatives are fiduciaries with an affirmative duty of ‘utmost good faith and full and fair disclosure of all material fact, as well as an affirmative obligation to employ reasonable care to avoid misleading’ clients.

As Investment Advisor Representatives, we strive to:

  • Put your interests first
  • Understand your specific financial situation
  • Offer straightforward advice that reflects your long-term goals

We offer our prospective clients an initial complimentary risk assessment where we provide third-party analysis of their current investments, personalized income projections, and ideas for immediate implementation. We look forward to our initial visit and finding out how we can help you get one step closer to your financial goals.