Yes. As a fiduciary, our responsibilities are both ethical and legal. We are required to act in the best interest of the party whose assets we are managing. That means that we must manage your assets for your benefit, rather than for our own profit. (If an advisor is not a fiduciary, they operate under the suitability rule. The suitability rule only requires that the investments recommended to you be "suitable," not necessarily in your best interest.) Check out our blog post about this here to help you understand why this is so important.

Yes. We do not accept any fees or compensation based on product sales. Note that this is different from a fee-BASED firm, which can charge fees AND receive commissions on products. Check out our blog post about this here to help you understand why this is so important.

No, we do not sell insurance products or annuities. Though we can make some recommendations on where you might shop for low-cost insurance, we receive no payment or incentive if you decide to use one of those recommended providers. The recommendation we give comes simply from the value we believe they can offer you.

Absolutely! With your permission, we are glad to coordinate with the professionals whose work impacts your money life. If you would like to meet with your provider at our office for your convenience, just let us know and we'll hold a conference room open for your meeting.

We have such a passion for helping people with their finances that we didn't want to geographically limit our ability to help. To that end, we have video calls so we can be virtually face to face with our non-local clients. Between that and online screen sharing (so you see what we're seeing), you'll quickly forget that we are not actually in the same room. In fact, even some of our local clients still choose video calls because of the convenience. Click here to schedule your first video call now.

Click here to go to our scheduling page where you can choose to set an appointment for an introductory phone call, an introductory meeting, or an introductory video call.

For the meeting you will want to be prepared to discuss your finances in general terms, but really there is no prep work required on your side. This is our opportunity to get acquainted with you and your financial situation. Though we will be sharing about Convergent and how we can help you, our focus during this meeting is really on finding out what solutions you are seeking. From there, together we will determine if we are the best choice for you. Check out the "First Meeting: What to Expect" video on our scheduling page for more detailed information.

One of the biggest barriers to people getting financial advice is that they are embarrassed. They’re afraid that they are behind their peers, or that they haven’t done or saved enough, and they have this notion that they can wait until they "get it together" and then come get help. In every way, we want to be approachable and accessible so that you are comfortable baring yourself financially. We see the gamut of financial situations, and most people are more in line with their peers than they realize. If you are in fact behind, seeing someone sooner rather than later to get things on track will be in your and your family's best interest. Remember: we aren't expecting you to be a financial expert... that's our job. Click here to schedule with us today.

Rather than put on a suit and tie, we dress "business casual." We find it to be more conducive to open dialogue, transparency, and real relationships. Every client represents a personal relationship, so we see each individual as much more than a business association. Also, we want you to feel welcome here rather than like just another appointment in a stuffy conference room with another financial "stuffed shirt." But above all, we want you to be most impressed with our knowledge, integrity, and level of service... not our wardrobe.

Convergent Financial Group does not hold your money. A financial institution, called a custodian, will hold your securities for safekeeping to minimize the risk of their theft or loss. Convergent Financial Group has selected Charles Schwab & Co., Inc. ("Schwab") as primary custodian for our clients' accounts.

Once your investments are under the management of Convergent Financial Group and held by our custodian, Schwab, you will be able to go online at any time with your secure login to look at your investments. You will be able to obtain past statements and look up certain tax and other documents. Everything is conveniently accessed here on our website through the Client Portal option in the menu at the bottom of the page.

One option is to schedule an intro meeting or phone call, and ask all of the unanswered questions you have. But because it is very wise to look beyond what an advisor has to say about themselves, we also recommend that you perform a basic internet search to check out our reviews and what customers have to say about us and our approach. (If you want a quick link to our reviews, check out the Google Maps and Yelp buttons at the very bottom of the page.)