![]() Financial Gravity's approach is focused on my needs and the needs of my clients." "I have searched for the right partner who will listen to my goals and to the role that I want to play in transitioning my practice in the next few years. "I am pleased to join the Financial Gravity team," states Fenton. This increase reflects the continued growth and success of the company in delivering exceptional financial services to its clients. The transaction will also result in a net increase of approximately $150 million in assets under management at Financial Gravity's asset management subsidiary, Financial Gravity Asset Management, Inc. This will bring more depth to Financial Gravity's already talented team and will drive growth and improve efficiency. Fenton, CFP, a prominent financial planner in the investment advisor/tax preparation industry located in Massachusetts. The transaction closed on June 6, 2023, and will result in increased cash flow and access to additional revenue streams for Financial Gravity.Īs part of the transaction, Financial Gravity has gained access to the tax and investment advisory services of Cambridge Cape Cod Advisors, LLC and its owner, Gregory C. (OTC: FGCO) is excited to announce the successful completion of a transaction with CAMBRIDGE CAPE COD ADVISORS, LLC. Austin, Texas, June 7, 2023, Financial Gravity Companies, Inc. ![]()
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