A complete list of active advisors currently associated with Convergence Financial

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

Convergence Financial is a multi‑team registered investment adviser supporting roughly 30 advisors, about $904 million in assets under management, and a client roster that includes individuals and families, high‑net‑worth clients, business entities, trusts, estates, and charitable organizations. The firm provides discretionary and non‑discretionary portfolio management, comprehensive financial planning, retirement‑plan consulting (including ERISA 3(21) and 3(38) services), professionally managed strategist portfolios, and both wrap and non‑wrap program options as well as access to third‑party managers. The firm’s investment work is built on strategic asset allocation and fundamental analysis, with portfolios tailored to each client’s goals, time horizon, and risk tolerance, periodic rebalancing, and continuous monitoring with at least annual formal reviews. Advisors implement strategies through custodial and platform relationships (including participation in TAMPs and model strategist solutions), accommodate client‑imposed restrictions when agreed, and provide plan‑level services such as participant education and fiduciary due diligence for retirement plans. What distinguishes Convergence Financial from many peers is that it sponsors and serves as the sole portfolio manager for its own wrap‑fee program, explicitly supports recommending qualified custodians for cryptocurrency and digital‑asset custody, and has affiliated non‑investment businesses (an accounting firm and a mortgage brokerage) that may be recommended to clients; the brochure discloses the related conflicts and mitigation measures. The firm also discloses common dual registrations and platform‑level compensation arrangements (including transition assistance and referral/promoter agreements) and directs clients to its disclosures for details on how those relationships can affect recommendations.

To learn more about the advisors currently working at Convergence Financial, 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.