Business
Financial Gravity Welcomes New Family Office Director Gretchen Roberts
Financial Gravity Welcomes New Family Office Director Gretchen Roberts.
About this update from Financial Gravity Companies, Inc.
[{"type":"text","content":"Financial Gravity Welcomes New Family Office Director Gretchen RobertsAustin, United States / TX, October 9th, 2025, NewsDirectFinancial Gravity Companies, Inc. (OTC: FGCO) (“Financial Gravity”) welcomes Gretchen Roberts aboard as a new Family Office Director.Gretchen Roberts is a financial, accounting, and tax strategy leader with deep expertise in helping business owners and families maximize value, reduce risk, and achieve long-term financial goals. She is the CEO of Red Bike Advisors, an accounting and advisory firm she acquired in 2023, which provides proactive tax strategy, accounting, advisory, tax controversy & resolution, and forensic accounting services to small businesses and entrepreneurs.With a career dedicated to helping business owners “know their numbers,” Gretchen combines analytical rigor with creative strategy to design growth pathways that increase profit, protect wealth, and create lasting impact. She specializes in building strong financial foundations that support generational wealth and sustainable business success.Gretchen’s unique “analytically creative” approach helps clients not only understand their financial data but also use it as a roadmap for decision-making, tax savings, and value creation. She believes small businesses and family enterprises are the greatest vehicles for wealth building, and she has made it her mission to help clients break away from the pack and gain a competitive advantage through smarter financial management.As a Family Office Director, Gretchen is responsible for prescribing advanced tax solutions and ensuring her network of partners fill those solutions with fidelity to her plans. She relies on the experts at Financial Gravity, Inc., a true partner- not just a vendor- who helps her deliver lower costs, higher tax efficiency, more comprehensive diversification, and more transparent risk management.Gretchen shared, “Joining Financial Gravity as Family Office Director is a natural extension of my mission to help business owners and families build lasting wealth. At Red Bike Advisors, we’ve seen how proactive tax strategy and sound financial management create exponential value. Partnering with Financial Gravity allows me to bring even more comprehensive solutions to clients—integrating tax, accounting, insurance, and financial planning into one holistic strategy. I’m excit...