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Best Financial Planner | Mount Pleasant, SC

  • Writer: Convergent Financial Group
    Convergent Financial Group
  • Jan 2, 2019
  • 1 min read

Updated: Mar 26


What a great way to start the year, thanks to our clients and the readers of Mount Pleasant Magazine. We appreciate your support and your votes for Best Financial Planner in Mount Pleasant, SC. You can learn more about us and all of the other winners in Mount Pleasant Magazine. Be sure you open up the cover and check me out in my tux for the cover shot!


cover photo from Best of Mount Pleasant Magazine 2019

Jeremy Ellisor at Best of Mount Pleasant photo shoot

Convergent Financial Group is an independent, fiduciary investment advisor based in Mt Pleasant, SC. We provide wealth management with integrated financial planning for individuals and families with substantial assets, serving clients locally and throughout the United States. We are grateful to have been top rated and voted among the best financial advisors for many years. 

CONVERGENT FINANCIAL GROUP

Fee-Only. Independent. Fiduciary.

3850 Bessemer Rd
Mt Pleasant, SC 29466
(843) 972-4402

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