Meet the Team

At Gratus, we offer comprehensive financial planning and active portfolio management. Clients benefit from having a dedicated team focused on providing invaluable counsel, recommending intelligent, custom solutions, and upholding fiduciary standards. We have the intellectual horsepower to address complex trust, estate, philanthropic and other planning issues.

People are our biggest investment. Making a difference is our investment objective. Thoughtful leadership is fuel for our success.

How do you define Financial Independence?