Convergent Financial Group

Independent fee-only fiduciary financial advisor We are a fee-only fiduciary financial planner and investment advisor. We guide you through the planning process, investing, debt, college tuition, home purchases... anything that affects your family fi...

Independent fee-only fiduciary financial advisor We are a fee-only fiduciary financial planner and investment advisor. We guide you through the planning process, investing, debt, college tuition, home purchases... anything that affects your family financially. We know that life is hectic and the typical family's financial life is somewhat scattered and disorganized despite our best intentions. We want to help you bring those scattered pieces together to move you towards your goals. There are many smart, successful people who have been so busy with so many other things that they simply haven't had the time to prepare for the future. And the reality is that without someone helping you, it's unlikely to get done at all. We'd love to help you; give us a call or schedule via our website today.