Convergent Financial Group

Financial Planning and Investment Management

Local | Independent | Fee-Only | Fiduciary

As a fiduciary advisor, we are professionally bound to act in your best interest. We only get paid by our clients, not for selling products or by any financial institution, so you never have to wonder where our loyalty lies. Our goal is to move our clients beyond the standard modern portfolio theory, allowing them to enjoy more market gains while using specific financial instruments to protect against the inevitable market drops. Whether we are creating your financial plan or managing your investments, we are fully committed to making your money do what's best for you.

PLAN BETTER   |   INVEST SMARTER   |   DREAM BIGGER