Your source for retirement planning, investment management, estate planning, and financial planning.
Investing
We believe in providing independent investment advice based on merit, not affiliation.
Planning
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.
Service
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.
Important Customer Disclosures
Find out our policies.
From Our CEO
Travis Cook
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,
Travis
Let’s talk.
Address your financial needs through our personal and collaborative approach. All initial meetings are free, and we use them to get to know you and your financial goals. We’d enjoy the opportunity to discuss what services would be fit for you.