We believe in providing independent investment advice that is based on merit, not affiliation.
We believe in setting quality service expectations and strive to meet or exceed those expectations. Routine calls and periodic account review meetings are our norms.
We believe that financial planning is the foundation of every client relationship. This process allows us to develop a partnership with our clients to help guide them towards their financial goals.
View our Public Disclosure and Customer Relationship Summary
We are proud to bring investing, personalized financial planning, and consistent service together.
Financial Road Maps Built Exactly for Your Needs
Meet us for a “no obligation” new client consultation and work with our team of experienced professionals to see if we can help you.
- Set and Pursue Financial Goals
- Create a Financial Plan
- Manage Investments
- Establish a Retirement or Estate Plan
From Our CEO
Welcome to Convergence Financial. We hope the information you find here gives you a little insight into who we are and what we are about. Our firm was founded on three main principles: Investing, Planning, Service. These core beliefs guide our thinking, the way we conduct our business, and are truly cornerstones of our practice. It is my belief that we have built a talented team of individuals dedicated to assisting our clients to create and live out their financial goals.
We would love to hear from you about your financial goals and dreams.
To your success,
Our Experienced Team
Convergence Financial was founded in 2016 with three priorities – Investing. Planning. Service.
Our mission is to provide independent investment advice and comprehensive financial planning to our clients and deliver this to them with consistent and personalized service.
Thank you for visiting the Convergence Financial website. We’d enjoy the opportunity to visit with you more in person. All initial consultations are free, and we think you’ll enjoy our personal, collaborative approach to addressing your investment and financial planning needs.