Wichita, KS Office

Convergence Financial provides investment advisory and comprehensive financial planning to individuals and families (including high‑net‑worth clients), as well as business entities, trusts, estates and charitable organizations. The firm offers discretionary and non‑discretionary asset management, standalone and ongoing financial planning, retirement plan consulting, and access to third‑party asset management and platform solutions, and it sponsors both wrap and non‑wrap advisory programs.

The firm describes an investment process that emphasizes strategic asset allocation and fundamental analysis to construct tailored portfolios, with ongoing monitoring and at‑least‑annual formal reviews; it also offers professionally managed strategist model portfolios and access to third‑party managers (for example, AssetMark). Convergence Financial’s offerings include retirement plan fiduciary services under ERISA 3(21) and 3(38), participant education and advice, and the ability to recommend qualified custodians for cryptocurrency custody when appropriate.

A few operational features distinguish Convergence Financial from many peers: the brochure shows the firm operates from multiple offices (15) and manages $903,955,351 in client assets across a 24‑advisor team serving about 2,665 clients, combining team‑firm scale with multi‑office reach. The firm discloses formal affiliations with an accounting entity (Convergence Accounting) and a mortgage brokerage entity (Convergence Lending), and it acts as sponsor and portfolio manager for its wrap‑fee program — an arrangement that is statistically uncommon among similar team firms.