Convergent Financial Group is an independent, fee-only wealth management firm that acts as a fiduciary for its clients. The company specializes in providing holistic financial planning and investment management services tailored to high-net-worth individuals, families, and business owners. Their approach integrates all aspects of a client's financial life, including retirement planning, investment strategy, tax planning, and estate planning, to provide a coordinated and comprehensive financial strategy. The firm was founded on the principle of delivering objective, client-centered advice.

Founded in

United States