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:
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.