Who We Are

Convergent Financial Strategies is a relationship-driven firm that delivers highly personalized services to individuals and families as they grow, manage and protect their wealth. We provide independent, objective and unbiased personal financial strategies to bring peace of mind and clarity to our clients and their financial goals.

Our Core Values:

  • Fiduciary Standard
  • Transparency
  • Fee-Only Compensation
  • Independent Unbiased Advice
  • Service to Clients and Community
  • Emphasis on Education

What We Believe

As Fee-Only advisors, we do not earn any transaction-based compensation. All of our compensation comes directly from our clients. Furthermore, we are not affiliated with any commission-earning firm such as a bank, broker-dealer, or insurance company.

Operating in a fiduciary capacity means we will always act with your best interest in mind. As NAPFA-Registered Financial Advisors, we faithfully adhere to the Certified Financial Planner® Code of Ethics, the NAPFA Code of Ethics, and we subscribe to the NAPFA Fiduciary Oath.

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What We Do

We are a multi-specialty wealth management firm with expertise in the areas of goals-based financial planning, tax planning, and investment management. While most financial advisory firms may focus on one or two of these areas, we offer an integrated wealth strategy custom-designed for you so you can spend time on what matters most to you. Our unique fixed-fee service model reflects our commitment to simplicity, value, and our role as fiduciaries.

 

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How We Do It

We develop long-lasting partnerships.

We will conduct a thorough and comprehensive financial plan taking into account your situation and needs and offer on-going services tailored to your specific situation.

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Why We're Different

Many Services. One Location.

We offer the expertise of professionals whose credentials include CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Analyst (CFA) and Certified Public Accountant (CPA). This unique integrated approach to financial services allows us to provide you with a more comprehensive, holistic approach to your financial health, while reducing overall costs to you. And our unique bundled services model combines ALL the services you need to fully address your financial advice needs, for one fixed fee.

We Have A Fiduciary Responsibility to YOU.

As fiduciaries, we are legally bound to always act with YOUR best interests in mind.Our NAPFA-Registered firm adheres to the NAPFA Fiduciary Oath, as well as the Codes of Ethics required by NAPFA, CFP® Board, and the Chartered Financial Analyst Board of Standards.

No Sales. No Commissions. No Hidden Costs.

As Fee-Only financial advisors, our only compensation comes directly from our clients. We do not earn commissions, referral fees, or any transaction-based compensation from any of our activities. We are not affiliated with any bank, broker-dealer, insurance company, or any other commission-based firm. When we recommend a financial product, you can be sure that our advice is 100% free of conflicts of interest.