Convergent Financial Strategies LLC (“CFS”) is a Registered Investment Adviser providing fee-only financial planning and investment advice, registered with the United States Securities Exchange Commission. The primary place of business is 600 W Germantown Pike, Suite 400, Plymouth Meeting, PA 19462 and a mailing address of PO Box 623, Media, PA 19063. CFS and its representatives are in compliance with current registration requirements imposed upon registered investment advisers by those states in which CFS maintains clients. CFS may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.
All written content on this site is limited to the dissemination of general information regarding CFS’ investment advisory services to United States residents residing in states where providing such information is not prohibited by applicable law. Opinions expressed herein are solely those of Alan Schapire and Carl Nadwodny, Principals of CFS. Material presented is believed to be from reliable sources and CFS makes no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Any subsequent, direct communication by CFS with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. Fee-Only financial planning and investment advisory services are offered through CFS, a registered investment advisory firm with the United States Securities Exchange Commission. The presence of this web site on the Internet shall in no direct or indirect way be construed or interpreted by any consumer or prospective client as a solicitation to sell or offer to sell investment advisory services to any residents of any state other than Pennsylvania or where otherwise legally permitted. Further, information on this website should not be construed, in any manner whatsoever, as the receipt of, or as substitute for, personalized individual advice from CFS. For information pertaining to the registration status of CFS, please contact the United States Securities and Exchange Commission on their web site at www.adviserinfo.sec.gov or and/or the state securities law administrators for those states in which CFS is registered. A copy of CFS’ current written disclosure statement discussing CFS’ business operations, services, and fees is available from CFS upon written request.
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