Your Strategists

Lord & Gladden is a wealth management and advisory firm that works exclusively with churches and Christians both domestically and internationally. Having a common value system with its clients, Lord & Gladden understands the unique needs and challenges of growing and managing wealth for the believer and offers innovative products and concepts for their clients.

Our Commitment

Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.

Your Concierge Service

The cornerstone of every relationship we develop is the service provided by your own private concierge. How we do what we do makes us different from the rest. Lord & Gladden delivers professional, knowledgeable, personal assistance to meet our clients' individual needs, from the common request to unique challenges. Our clients' peace of mind is our highest priority. With access to your concierge and our professional staff who are expertly trained and dedicated to solving your financial challenges, you now can spend your valuable time on the activities that matter most to you.

Over 20 years in the business...

• CEA designation (Certified Estate Advisor) since 04/05/1999
• San Diego Magazine: "Best Personal Wealth Managers" 2007-2008, Top Scoring Wealth Managers 2010
• US Allianz: member of the President's Club 2004-2005, Chairman's Cabinet 2006-2009
• Prudential: member of the Masters Council 2006-2008
• The Pacific Financial Group: member of the President's Advisory Council 2006-present
• Jackson National: "STARS" representative 2009