A complete list of active advisors currently associated with Convergence Advisory Group

Warmer can help you find a great advisor at Convergence Advisory Group or one who fits your needs even better.

Convergence Advisory Group provides portfolio management and financial planning to individuals, trusts, estates, charitable organizations and business entities, reporting about $104.5 million in discretionary assets across roughly 211 client relationships. Its planning services are offered via negotiable flat fees, hourly engagements, a tiered subscription service, and a 12‑month DIY Investor Rehab program that can convert into ongoing managed portfolios. The firm works with clients under written Investment Policy Statements and generally manages accounts on a discretionary basis, seeking equitable allocation of investment opportunities across accounts and using Charles Schwab as the designated custodian. Investment implementation is split between Adviser‑Managed strategies that may employ active trading, short sales, margin and options/derivative techniques (including their use in separately managed accounts) and Strategically‑Managed portfolios focused on longer‑term mutual fund and ETF allocations with periodic rebalancing and an optional time‑segmented retirement Income Conductor plan. Distinctive features include the firm’s explicit use of derivatives and options within its adviser‑managed and separately‑managed strategies for hedging and income generation, combined with an educational pipeline that offers periodic paid seminars and workshops to prospective clients. The firm also emphasizes flexible engagement models (flat fee, hourly, subscription) with no stated account minimums and discloses that certain supervised persons engage in commissionable brokerage and insurance sales, which the firm supervises and discloses as potential conflicts.

To learn more about the advisors currently working at Convergence Advisory Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.