CONVERGENT FINANCIAL GROUP

Overview

Convergent Financial Group is an independent registered investment adviser that focuses on fee-based portfolio management and financial planning for individuals and small businesses. The firm manages client relationships on a discretionary basis, meaning investment decisions are implemented by the adviser within agreed guidelines. Its stated preference is equity exposure, deployed primarily through exchange-traded equities and equity-focused separate accounts. The firm charges clients a percentage-of-AUM fee and does not present itself as a multi-state or pension consultant adviser. Convergent Financial Group does not emphasize ESG investing and does not operate as a capital allocator or related adviser. Advisory services center on building and managing portfolios for individual and family clients, with planning integrated into the management process.

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Public Holdings

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Location & Offices