News Archive

Financial Gravity Companies, Inc. Awarded Advisor of The Year by Eqis Capital Management, Inc

Allen, TX – (Business Wire – April 20, 2017) Financial Gravity Companies, Inc (OTCQB: FGCO) Investment Advisor Representatives, John Pollock and Dave Crowley, were awarded Advisor of The Year 2017 by Eqis Capital Management, while attending a premier event, Eqis World – The Ultimate Advisor Experience, in Napa, California. This event offered visiting Advisor’s an opportunity to learn from industry experts, top performers and EQIS leaders. Financial Gravity has managed assets on the Eqis’ platform since 2007 and has worked alongside Eqis to provide portfolio transparency and diversification, as well as reasonable costs and tax efficiency to investment clients.

Financial Gravity Chairman of the Board & Chief Executive Officer John Pollock commented, “We were surprised and thrilled to be recognized by an industry leader like Eqis Capital Management. We have been partnered with them since 2007 and have grown together with them. We have a shared vision of bringing products and services that provide tax efficiency to the masses that in the past were reserved only for the very wealthy.”

“EQIS has one of the finest investment platforms in the industry and it is an honor to be recognized as Advisor of the Year by such a prestigious organization,” stated Financial Gravity President and Chief Strategy Officer, Dave Crowley.

http://www.marketwatch.com/story/financial-gravity-companies-inc-awarded-advisor-of-the-year-by-eqis-capital-management-inc-2017-04-20

About Financial Gravity Companies, Inc.

Financial Gravity Companies, Inc., provides integrated tax, business, and financial solutions. Clients include small business owners and high net-worth individuals. Services are focused on helping its clients’ personal and professional goals, while building wealth, most often with potential tax savings, lowering costs, and improving efficiency. For details, visit www.financialgravity.com.

Financial Gravity Forward-Looking Statements

This press release contains “forward-looking statements” as that term is defined in the Private Securities Litigation Reform Act of 1995. Such forward-looking statements are based on current expectations and involve inherent risks and uncertainties, including factors that could delay, divert or change any of them, and could cause actual outcomes and results to differ materially from the current expectations.  No forward-looking statement can be guaranteed. Forward-looking statements in the press release should be evaluated together with the many uncertainties that affect Financial Gravity’s business and Financial Gravity undertakes no obligation to publicly update any forward-looking statement, whether as a result of new information, future events, or otherwise.

 

Contact:

Jennifer Sanford

jennifer@financialgravity.com

469-342-2232

 

Financial Gravity Companies, Inc. March Partner Program Conference Adds 5 New Partners

Allen, TX – (Business Wire – April 11, 2017) Financial Gravity Companies, Inc. (OTCQB: FGCO) is pleased to announce the addition of 5 new Partners with the conclusion of the March Partner Program Conference. The program currently has a total of 35 Partners across 18 states.

Financial Gravity President and Chief Strategy Officer Dave Crowley said, “A key element to our expansion and organic growth is adding advisor partners across the country. I am especially pleased with the addition of these new advisors as they’re excited about the tax opportunity and have set ambitious performance goals for themselves that will add to their and our bottom line.”

When asked about his experience with new Partners, Jim Reggio, Financial Gravity’s Chief Technology Officer and Chief Marketing Officer commented, “I love the opportunity to interact with Advisors from across the country that attend our conferences. They really resonate with our message and mission and validate what we are doing. This group was fantastic and we are excited to have them join us!”

http://www.marketwatch.com/story/financial-gravity-companies-inc-march-partner-program-conference-adds-5-new-partners-2017-04-11

About Financial Gravity Companies, Inc.

Financial Gravity Companies, Inc., provides integrated tax, business, and financial solutions. Clients include small business owners and high net-worth individuals. Services are focused on helping its clients’ personal and professional goals, while building wealth, most often with potential tax savings, lowering costs, and improving efficiency. For details, visit www.financialgravity.com.

Financial Gravity Forward-Looking Statements

This press release contains “forward-looking statements” as that term is defined in the Private Securities Litigation Reform Act of 1995. Such forward-looking statements are based on current expectations and involve inherent risks and uncertainties, including factors that could delay, divert or change any of them, and could cause actual outcomes and results to differ materially from the current expectations.  No forward-looking statement can be guaranteed. Forward-looking statements in the press release should be evaluated together with the many uncertainties that affect Financial Gravity’s business and Financial Gravity undertakes no obligation to publicly update any forward-looking statement, whether as a result of new information, future events, or otherwise.

 

Contact:

Jennifer Sanford

jennifer@financialgravity.com

469-342-2232

Financial Gravity Wealth, Inc. Welcomes New Investment Advisor Representative in Greenville, South Carolina

ALLEN, TX – (Business Wire – April 06, 2017) Financial Gravity Wealth, Inc. a subsidiary of Financial Gravity Companies, Inc. (OTCQB: FGCO) is proud to welcome Investment Advisor Representative, Edward Storer from Ed Storer & Associates in Greenville, South Carolina to the Financial Gravity Wealth RIA Platform.

Edward Storer joined the Financial Gravity Partner program at the inaugural event two years ago. “Our firms were aligned since the very beginning, but it made sense to start to transition our hundreds of clients and our $50 million in Assets Under Management to the Financial Gravity Platform. The tax centric solution model and the Fractional Family Office® are what clients want. It was an easy decision to move in the direction of further driving the integration of our firms together,” stated Ed Storer.

John Pollock, CEO Financial Gravity Companies, Inc said, “Edward Storer and Associates has been helpful in growing our footprint in the Carolinas, and I am excited to see our business model work as it was designed. Advisors solving problems instead of selling products, leads to growth of their firm and a strengthening of the client relationship.”

http://www.nasdaq.com/press-release/financial-gravity-wealth-inc-welcomes-new-investment-advisor-representative-in-greenville-south-20170406-00262

About Financial Gravity Companies, Inc.

Financial Gravity Companies, Inc., provides integrated tax, business, and financial solutions. Clients include small business owners and high net-worth individuals. Services are focused on helping its clients’ personal and professional goals, while building wealth, most often with potential tax savings, lowering costs, and improving efficiency. For details, visit www.financialgravity.com.

Financial Gravity Forward-Looking Statements

This press release contains “forward-looking statements” as that term is defined in the Private Securities Litigation Reform Act of 1995. Such forward-looking statements are based on current expectations and involve inherent risks and uncertainties, including factors that could delay, divert or change any of them, and could cause actual outcomes and results to differ materially from the current expectations.  No forward-looking statement can be guaranteed. Forward-looking statements in the press release should be evaluated together with the many uncertainties that affect Financial Gravity’s business and Financial Gravity undertakes no obligation to publicly update any forward-looking statement, whether as a result of new information, future events, or otherwise.

 

Contact:

Jennifer Sanford

jennifer@financialgravity.com

469-342-2232

Financial Gravity Companies, Inc. Announces New Partner Program Member Portal

ALLEN, Texas–(BUSINESS WIRE)– Financial Gravity Companies, Inc. ( FGCO ) is excited to announce the first production release of its New Portal for its Partner Program Members.

This first release will service the needs of the Financial Advisor Partners. The next release will provide services to the Accountant Partners.

“This is a substantial move forward for the partner program, bringing automation and ease of access to all of the assets and benefits that the partners use to effectively market and sell Financial Gravity’s Tax Planning services,” Jim Reggio, Financial Gravity Companies’ Chief Technology Officer & Chief Marketing Officer commented.

Chief Executive Officer, John Pollock added, “This portal takes things to another level, and shows our commitment to continual improvement as well as the leveraging of technology across the full spectrum of our business initiatives.”

Financial Gravity’s Partner Program serves both Financial Advisors and Accountants (Certified Public Accountants and Enrolled Agents) looking to ensure that their businesses thrive into the future, by diversifying their value to their clients.

Click for Press Release

About Financial Gravity Companies, Inc.

Financial Gravity Companies, Inc., provides integrated tax, business, and financial solutions. Clients include small business owners and high net-worth individuals. Services are focused on helping its clients’ personal and professional goals, while building wealth, most often with potential tax savings, lowering costs, and improving efficiency. For details, visit www.financialgravity.com.

Financial Gravity Forward-Looking Statements

This press release contains “forward-looking statements” as that term is defined in the Private Securities Litigation Reform Act of 1995. Such forward-looking statements are based on current expectations and involve inherent risks and uncertainties, including factors that could delay, divert or change any of them, and could cause actual outcomes and results to differ materially from the current expectations.  No forward-looking statement can be guaranteed. Forward-looking statements in the press release should be evaluated together with the many uncertainties that affect Financial Gravity’s business and Financial Gravity undertakes no obligation to publicly update any forward-looking statement, whether as a result of new information, future events, or otherwise.

 

Contact:

Jennifer Sanford

jennifer@financialgravity.com

469-342-2232

Financial Gravity Companies, Inc Announces New Partner Program Website

Allen, TX – (Business Wire – March 22, 2017) Financial Gravity Companies, Inc. (OTCQB: FGCO) is pleased to announce its new website, https://financialgravitypartner.com.

Financial Gravity’s Partner Program serves both Financial Advisors and Accountants (CPAs and EAs) looking to ensure their business thrives into the future, by diversifying their value to their clients. The new site allows prospective partners to explore the opportunity and benefits of the program.

Jim Reggio, Financial Gravity’s Chief Technology Officer & Chief Marketing Officer commented, “We are very pleased with the new site. Not only is it a valuable resource for interested prospective Partners, it is very aesthetically pleasing and easy to navigate. We are committed to continued investment in state-of-the-art technology, as well as its application to our marketing programs.”

“We are excited to have 30 active Partners across 18 states and are excited about the addition of new future Partners. We expect to add 40 new Partners in the year 2017,” said Jennifer Sanford, Partner Program Liaison

http://www.businesswire.com/portal/site/cnnmoney/index.jsp?ndmViewId=news_view&newsId=20170322005134&newsLang=en&ndmConfigId=1000618&vnsId=33

About Financial Gravity Companies, Inc.

Financial Gravity Companies, Inc., provides integrated tax, business, and financial solutions. Clients include small business owners and high net-worth individuals. Services are focused on helping its clients’ personal and professional goals, while building wealth, most often with potential tax savings, lowering costs, and improving efficiency. For details, visit www.financialgravity.com.

Financial Gravity Forward-Looking Statements

This press release contains “forward-looking statements” as that term is defined in the Private Securities Litigation Reform Act of 1995. Such forward-looking statements are based on current expectations and involve inherent risks and uncertainties, including factors that could delay, divert or change any of them, and could cause actual outcomes and results to differ materially from the current expectations.  No forward-looking statement can be guaranteed. Forward-looking statements in the press release should be evaluated together with the many uncertainties that affect Financial Gravity’s business and Financial Gravity undertakes no obligation to publicly update any forward-looking statement, whether as a result of new information, future events, or otherwise.

 

Contact:

Jennifer Sanford

jennifer@financialgravity.com

469-342-2232

Financial Gravity Holdings Announces Partnership in Rhinebeck, New York

ALLEN, TX – (Business Wire – March 15, 2017) Financial Gravity Companies, Inc (OTCQB: FGCO) is proud to partner with David Albahary, CFP® and Ivy Ridge Asset Management of Rhinebeck, New York.

David J. Albahary, CFP®, is co-founder and Managing Principal of Ivy Ridge Asset Management, LLC. A registered investment advisor (RIA) specializing in investment advisory and financial planning services to clients on a discretionary and non-discretionary basis. Ivy Ridge is based in Rhinebeck, New York, just outside the metropolitan New York City limit and serves the interests of clients in New York and Connecticut. Ivy Ridge was created in 2004 with the mission to build the most trustworthy financial firm in the industry.

When asked about his partnership with Financial Gravity Albahary said, “Ivy Ridge is committed to providing clients the highest quality of ongoing guidance which is why it really is a no-brainer.  To be able to provide a solution that small business owners need and want just makes good business sense.”

Financial Gravity President and Chief Strategy Officer Dave Crowley said, “We are very excited to work with David and his team. Ivy Ridge is our first advisor in the New York area and we expect to help many small business owners lower their taxes there.”

http://www.marketwatch.com/story/financial-gravity-holdings-announces-partnership-in-rhinebeck-new-york-2017-03-15

About Financial Gravity Companies, Inc.

Financial Gravity Companies, Inc., provides integrated tax, business, and financial solutions. Clients include small business owners and high net-worth individuals. Services are focused on helping its clients’ personal and professional goals, while building wealth, most often with potential tax savings, lowering costs, and improving efficiency. For details, visit www.financialgravity.com.

Financial Gravity Forward-Looking Statements

This press release contains “forward-looking statements” as that term is defined in the Private Securities Litigation Reform Act of 1995. Such forward-looking statements are based on current expectations and involve inherent risks and uncertainties, including factors that could delay, divert or change any of them, and could cause actual outcomes and results to differ materially from the current expectations.  No forward-looking statement can be guaranteed. Forward-looking statements in the press release should be evaluated together with the many uncertainties that affect Financial Gravity’s business and Financial Gravity undertakes no obligation to publicly update any forward-looking statement, whether as a result of new information, future events, or otherwise.

 

Contact:

Jennifer Sanford

jennifer@financialgravity.com

469-342-2232

Financial Gravity Announces New Partner Office in Colorado Springs, Colorado

Allen, TX – (Business Wire – February 28, 2017) Financial Gravity Companies, Inc (OTC: FGCO) is pleased to announce Iron Mountain Financial in Colorado Springs, CO as a new partner.

Nick Naseman is the Founder of Iron Mountain Financial, an Independent Registered Investment Advisory firm. He is a Retirement Income Certified Professional®, Certified Financial Educator®, and Certified Financial Education Instructor. Nick provides financial literacy to investors to help them make informed decisions.

Nick is a retired USAF officer; having served across the globe as an intelligence officer, counterintelligence officer, and criminal investigator.

Mr. Naseman commented, “A primary concern of most business owners is how to increase profit. Profit is made up of two parts: income and expenses. By partnering with Financial Gravity, we’re able to show how small business owners can possibly decrease one of their least favorite expenses, taxes. In the past, I’ve always focused on how to help business owners grow their investments and plan for retirement. Now I can provide advise on how to save on taxes to allow them to invest more in their business and retirement.”

“Nick and Iron Mountain Financial understand the vision and the benefits of providing proactive tax planning to their business customers. We are very pleased to have them onboard”, said Dave Crowley, Financial Gravity President and Chief Strategy Officer.

http://www.businesswire.com/portal/site/cnnmoney/index.jsp?ndmViewId=news_view&newsId=20170228005437&newsLang=en&ndmConfigId=1000618&vnsId=33

About Financial Gravity Companies, Inc.

Financial Gravity Companies, Inc., provides integrated tax, business, and financial solutions. Clients include small business owners and high net-worth individuals. Services are focused on helping its clients’ personal and professional goals, while building wealth, most often with potential tax savings, lowering costs, and improving efficiency. For details, visit www.financialgravity.com.

Financial Gravity Forward-Looking Statements

This press release contains “forward-looking statements” as that term is defined in the Private Securities Litigation Reform Act of 1995. Such forward-looking statements are based on current expectations and involve inherent risks and uncertainties, including factors that could delay, divert or change any of them, and could cause actual outcomes and results to differ materially from the current expectations.  No forward-looking statement can be guaranteed. Forward-looking statements in the press release should be evaluated together with the many uncertainties that affect Financial Gravity’s business and Financial Gravity undertakes no obligation to publicly update any forward-looking statement, whether as a result of new information, future events, or otherwise.

Contact:

Jennifer Sanford

jennifer@financialgravity.com

469-342-2232

Financial Gravity Wealth Moves to Federal Securities Exchange Commission Registration

Allen, TX – (Business Wire – February 14, 2017) The SEC has approved Financial Gravity Companies, Inc. (OTC: FGCO) to move to federal oversight for its Wealth Management division, Financial Gravity Wealth.

“We have operated the company as if we were already under the more stringent guidelines the SEC requires at the federal level, so this was a natural next step for us.”, stated Financial Gravity Chairman of the Board & Chief Executive Officer John Pollock.

Dave Crowley, Secretary of the Board & VP of Sales of Financial Gravity added that, “At the speed we are adding new advisors throughout the country, we will be able to streamline the process of bringing them into our tax-efficient wealth platform. The added compliance will give the new advisors and their clients the confidence that we are operating under the strictest of SEC guidelines.”

http://news.morningstar.com/all/business-wire/BWIPREM20170214005291/financial-gravity-wealth-moves-to-federal-securities-exchange-commission-registration.aspx

About Financial Gravity Companies, Inc.

Financial Gravity Companies, Inc., provides integrated tax, business, and financial solutions. Clients include small business owners and high net-worth individuals. Services are focused on helping its clients’ personal and professional goals, while building wealth, most often with potential tax savings, lowering costs, and improving efficiency. For details, visit www.financialgravity.com.

Financial Gravity Forward-Looking Statements

This press release contains “forward-looking statements” as that term is defined in the Private Securities Litigation Reform Act of 1995. Such forward-looking statements are based on current expectations and involve inherent risks and uncertainties, including factors that could delay, divert or change any of them, and could cause actual outcomes and results to differ materially from the current expectations.  No forward-looking statement can be guaranteed. Forward-looking statements in the press release should be evaluated together with the many uncertainties that affect Financial Gravity’s business and Financial Gravity undertakes no obligation to publicly update any forward-looking statement, whether as a result of new information, future events, or otherwise.

 

Contact:

Jennifer Sanford

jennifer@financialgravity.com

469-342-2232

Financial Gravity Approved to be Upgraded to the OTCQB Marketplace

Allen, TX – (Business Wire – February 7, 2017) OTC Markets Group in Washington DC has approved Financial Gravity Companies, Inc. (OTC: FGCO) to be upgraded to the OTCQB Marketplace since the Company submitted all of the mandatory documents and has successfully met all of the requirements.

“This is an exciting move for us that we hope will prove beneficial to our shareholders”, stated Financial Gravity Chairman of the Board & Chief Executive Officer John Pollock. “Trading on the OTCQB is a designation that requires timely audits and SEC reporting.”

Paul Williams, Vice Chairman of the Board & Chief Financial Officer of Financial Gravity added that, “The OTCQB will help the Company increase transparency to public shareholders through new reporting standards, management certification, and ongoing compliance requirements.”

http://markets.financialcontent.com/mi.charlotte/news/read?GUID=33701965

About Financial Gravity Companies, Inc.

Financial Gravity Companies, Inc., provides integrated tax, business, and financial solutions. Clients include small business owners and high net-worth individuals. Services are focused on helping its clients’ personal and professional goals, while building wealth, most often with potential tax savings, lowering costs, and improving efficiency. For details, visit www.financialgravity.com.

 

Financial Gravity Forward-Looking Statements

This press release contains “forward-looking statements” as that term is defined in the Private Securities Litigation Reform Act of 1995. Such forward-looking statements are based on current expectations and involve inherent risks and uncertainties, including factors that could delay, divert or change any of them, and could cause actual outcomes and results to differ materially from the current expectations.  No forward-looking statement can be guaranteed. Forward-looking statements in the press release should be evaluated together with the many uncertainties that affect Financial Gravity’s business and Financial Gravity undertakes no obligation to publicly update any forward-looking statement, whether as a result of new information, future events, or otherwise.

 

Contact:

Jennifer Sanford

jennifer@financialgravity.com

469-342-2232

Financial Gravity Approved For New Stock Symbol FGCO

Allen, TX – (Business Wire – January 31, 2017) Financial Gravity Companies, Inc.

The Financial Industry Regulatory Authority, Inc. (FINRA) announced last Friday that they had approved the name change and symbol change for the public company formally known as Pacific Oil Company trading as POIL to Financial Gravity Companies, Inc. trading as FGCO.

These changes took effect at the open of business yesterday 1/30/2017.  Paul Williams, Vice Chairman of the Board & Chief Financial Officer of Financial Gravity confirmed that this was one of the last remaining “change of control” actions since the merger transaction between the companies during the last few months.

http://www.marketwatch.com/story/financial-gravity-approved-for-new-stock-symbol-fgco-2017-01-31

 

About Financial Gravity Companies, Inc.

Financial Gravity Companies, Inc., provides integrated tax, business, and financial solutions. Clients include small business owners and high net-worth individuals. Services are focused on helping its clients’ personal and professional goals, while building wealth, most often with potential tax savings, lowering costs, and improving efficiency. For details, visit www.financialgravity.com.

 

Financial Gravity Forward-Looking Statements

This press release contains “forward-looking statements” as that term is defined in the Private Securities Litigation Reform Act of 1995. Such forward-looking statements are based on current expectations and involve inherent risks and uncertainties, including factors that could delay, divert or change any of them, and could cause actual outcomes and results to differ materially from the current expectations.  No forward-looking statement can be guaranteed. Forward-looking statements in the press release should be evaluated together with the many uncertainties that affect Financial Gravity’s business and Financial Gravity undertakes no obligation to publicly update any forward-looking statement, whether as a result of new information, future events, or otherwise.

 

Contact:

Jennifer Sanford

jennifer@financialgravity.com

469-342-2232