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Joshua B

Series 66

Wichita, KS

Convergence Financial

Joshua Belcher is a financial advisor at Convergence Financial with 14 years of industry experience, including 14 years at Edward Jones prior to joining his current firm. He holds the Series 66 designation. Outside of his advisory role, he owns a cow/calf cattle operation in Colwich, Kansas. Convergence Financial provides investment advisory and comprehensive financial planning services to individuals, families, and various entities. The firm emphasizes strategic asset allocation and fundamental analysis to create tailored portfolios, offers retirement plan fiduciary services, and operates multiple offices while managing over $900 million in client assets.

Retirement income strategy General retirement planning Equity compensation tax strategy Planning for children with special needs College savings (529s, UTMA, etc.) Founder/Business Owner Executive
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