Convergent Financial Strategies LLC

Convergent Financial Strategies is the focal point for all aspects of your wealth management - from accumulation and growth through preservation and distribution.

We provide independent, unbiased advice in a fiduciary capacity.  With an emphasis on education, building long-term relationships, and providing the utmost in client service, we offer our clients a personalized, integrated wealth strategy which includes:
*Goals-Based Financial Planning
*Investment Management
*Tax Planning and Preparation

At Convergent Financial Strategies, we help you reach your goals.

Our integrated team of specialists has more than 50 years of combined financial services experience with expertise in financial planning, investments, and taxes.

As a fee-only fiduciary, we always have our client's best interests at heart.  We have the expertise of professionals working together at the same location to provide you with a comprehensive, seamless approach to your financial health.

Call or email us today to schedule a complimentary consultation!