A complete list of active advisors currently associated with Convergent Financial Group

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

Convergent Financial Group, LLC is a small advisory firm that provides discretionary portfolio management and comprehensive financial planning to individuals, trusts, estates, charitable organizations, and business entities. Clients generally engage the firm in ongoing relationships and are charged fees based on a percentage of assets under management. The firm uses a long-term, asset-allocation oriented process built around a set of proprietary allocation portfolios composed primarily of ETFs, mutual funds, and equities, with active monitoring and periodic adjustments. Many of those portfolios incorporate options overlays—most commonly protective puts and, in some strategies, upside calls—to manage downside risk while preserving participation in market gains; traditional options-free allocation strategies are also available when appropriate. Compared with similarly sized supported firms, CFG’s systematic use of options-based overlays across its model portfolios is an uncommon feature and informs its risk-management emphasis. The firm operates with a two-advisor team that draws on nontraditional professional backgrounds (engineering and healthcare/real-estate entrepreneurship), recommends Charles Schwab custody, and typically targets clients with at least $250,000 in investable assets.

To learn more about the advisors currently working at Convergent Financial 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.