A complete list of active advisors currently associated with Divergence Wealth Management LLC

Warmer can help you find a great advisor at Divergence Wealth Management LLC or one who fits your needs even better.

The firm provides investment advisory and wealth management services to individuals and high‑net‑worth clients, offering discretionary portfolio management, comprehensive financial planning, and investment consulting. It implements portfolios directly and, when appropriate, recommends unaffiliated independent managers, typically using low‑cost mutual funds and ETFs alongside individual stocks and bonds. Investment decisions are driven by fundamental analysis with a generally long‑term orientation, although the advisor may trade shorter term for rebalancing or client needs; accounts are monitored on a continuous basis with formal reviews at least annually. The firm operates as a fiduciary, develops strategic asset allocations tailored to each client’s goals and risk tolerance, and conducts due diligence and ongoing oversight of any independent managers it recommends. Noteworthy differences from many peers include its recent start‑up status with no assets under management yet and a fee approach that does not primarily rely on a percentage‑of‑assets model, instead engaging clients via fixed and hourly arrangements and allocating portions of fees to independent managers. The firm’s principal also maintains a substantial outside business in landworks/landscaping (reported at about half of monthly time), and the advisor participates in an institutional platform that provides software and economic benefits—disclosures the firm says it manages through policies and oversight.

To learn more about the advisors currently working at Divergence Wealth Management LLC, 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.