Every Dollar.
Working Together.
An integrated approach to Wealth Management, Tax, and Accounting.
If you are an Advisor seeking top-tier support for your new or growing practice, please visit Convergence Financial.
Every Dollar. Working Harder.
What does Wealth mean to you? The ability to retire? To travel? To pursue a passion project? To control your time? At Convergence, we listen to your story. Then we build a plan that is custom fit for you, from account structure down to each investment.
Every Dollar. Working Smarter.
In your business and your personal life, a partner who takes the time to understand your goals and needs is invaluable. The Convergence team provides tax, bookkeeping, accounting, and fractional CFO services for any size: individuals through large organizations.
Who We Are.
The Power of a Fully Integrated Financial Team
Investments have Tax consequences. Tax law creates opportunities for Investments. If your Investing and Tax providers aren’t on the same page, you are missing opportunities. Leveraging our information sharing agreement, our Financial Advisors and CPAs work together seamlessly, optimizing every facet of your financial life.
Big Firm Capabilities.
Hometown Attention.
Convergence brings the sophistication of a national financial management platform to Mid-Missouri. Serving the area for over 15 years, our team gets to know your personal situation and delivers custom investment, tax, and planning solutions designed for your financial life. You get world-class expertise with the personal service only a local firm can provide.