Convergent Financial Group is an independent, fee-only fiduciary financial planner and investment advisor. The firm serves clients seeking advanced investment strategies supported by the integrated framework of holistic financial planning. It guides clients through increasingly complex issues like managing investments, minimizing risk, maintaining growth opportunity, tax mitigation, retirement planning, employee buyout, early retirement offers, and estate planning. Convergent Financial Group is committed to confidently positioning clients for success.
Clients describe their advisor as great, sincere, ethical, and trustworthy. The process is transparent, with each step explained in layman’s terms. Advisors take the time and effort to understand personal situations and goals to design a customized financial plan, rather than churning accounts or pushing proprietary commission based funds. They provide guidance and attention to detail, helping clients get more organized with their finances and explaining complex investment concepts in a way that everyone can understand. Advisors dedicate real time, energy, and thoughtfulness into evaluations and recommendations for finance and wealth management with both long- and short-term goals. Clients report significant results in retirement and investment planning, with fears eased and strategy put on track. Advisors offer special expertise and insight into the markets and a unique strategy for investing, with a focus on growth balanced with wealth preservation and safety during economic downturns. Clients feel comfortable and confident, not worrying about every twist and turn of the stock market. Prosperity and peace of mind is priceless.
Jeremy at Convergent has made the entire process very transparent and he very nicely explained each step in layman’s terms. Our fears were eased and our investment/retirement strategy put on track. We highly recommend Convergent!
July 2025
Jeremy is great. We really appreciate his guidance and attention to detail. He's been a great resource for helping us get more organized with our finances and does a wonderful job of explaining complex investment concepts in a way that everyone can understand.
December 2024
Matt is crazy smart and at the same time he patiently walks me through our family's long term financial planning. Since it is a boutique firm, the personal attention is extraordinary. Yet surprisingly, they take less fees than the large firms. If I could give 10 stars, I would.
